Secure File Services — Integration

Overview

Handle case uploads and downloads through governed Agent Desk file metadata, Core secure upload/download services, and configured storage or scanning providers.

Capabilities

• Secure upload sessions and case attachment records

• Configured SECURE_FILE_STORAGE provider support

• Configured FILE_SCAN result handling and file-ready provider receipts

1. 1

   Step 1

   Upload or attach a file through the governed Agent Desk upload path.

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2. 2

   Step 2

   Apply the configured storage/scanning capability and retain the returned file reference and disposition.

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3. 3

   Step 3

   Serve permitted downloads through the safe download path with case/resource authorization.

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Limitations

• Attachment authorization follows case and workspace access while storage/scanning provider references remain governed integration metadata.

FAQs

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