http://m.getsatisfaction.com/topics/7315172 Success Plans- Attaching external documents 2018-08-10T18:29:05Z 2016-09-21T16:26:10Z 7315172 http://m.getsatisfaction.com/topics/7315172 7315172 Success Plans- Attaching external documents 2018-08-10T18:29:05Z 2016-09-21T16:26:10Z Niall McGrath http://m.getsatisfaction.com/people/8681070 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10914860/010FJ7R7415_medium.jpg niall_mcgrath Success Plans are going to be a big part of how we use Gainsight. From speaking to our project manager, there doesn't seem to be a function to upload external documents to your success plan. This would be very beneficial when creating these as the text boxes are quiet limited when entering the description information. <br /> Ideally we would like yo attach an external document which our CSM's can reference when reviewing and editing the Success Plans. idea 8 15 15 comment http://m.getsatisfaction.com/topics/7315172/replies/17859522 http://m.getsatisfaction.com/topics/7315172 17859522 Heather Hansen responded to "Success Plans- Attaching external documents" 2016-09-21T16:32:31Z 2016-09-21T16:32:31Z Heather Hansen http://m.getsatisfaction.com/people/7642952 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11212682/HHProfessional_medium.jpg heather_hansen_7336775 We would find this useful as well. We're currently having the CSM attach via one of the objectives or by going directly to Salesforce. 3 http://m.getsatisfaction.com/topics/7315172/replies/17859541 http://m.getsatisfaction.com/topics/7315172 17859541 Bradin WIlhelmsen responded to "Success Plans- Attaching external documents" 2016-09-21T16:36:15Z 2016-09-21T16:36:15Z Bradin WIlhelmsen http://m.getsatisfaction.com/people/7903541 https://www.gravatar.com/avatar/9d39deeb4ed2fd50fa42625adcd7e8c6?d=identicon&s=55&r=PG bradin_wilhelmsen My CSMs have requested this also. &nbsp;We're working around it by adding a URL field which links to an external doc on Google Drive. &nbsp;It's not very elegant. &nbsp;Chatter is less of a solution as well, since as time goes by, the original document gets further and further down the feed. &nbsp;For docs explicitly related to the Plan, this could be very useful! 3 http://m.getsatisfaction.com/topics/7315172/replies/17861386 http://m.getsatisfaction.com/topics/7315172 17861386 Nitisha Rathi responded to "Success Plans- Attaching external documents" 2016-09-22T06:41:37Z 2016-09-22T06:41:37Z Nitisha Rathi http://m.getsatisfaction.com/people/7584366 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10652327/photo_medium.png nitisha_rathi Hi,<br /><br />Thanks for the idea, makes sense. We will add this in the roadmap. ETA to be decided.<br /><br />Thanks,<br />Nitisha 3 http://m.getsatisfaction.com/topics/7315172/replies/19095857 http://m.getsatisfaction.com/topics/7315172 19095857 Jen Pakravan responded to "Success Plans- Attaching external documents" 2017-11-14T16:20:04Z 2017-11-14T16:20:04Z Jen Pakravan http://m.getsatisfaction.com/people/9274716 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11137446/photo_medium.jpg jen_pakravan Is this still under consideration? 1 http://m.getsatisfaction.com/topics/7315172/replies/19097858 http://m.getsatisfaction.com/topics/7315172/replies/19095857 19097858 Nitisha Rathi responded to "Success Plans- Attaching external documents" 2017-11-15T10:49:54Z 2017-11-15T10:49:54Z Nitisha Rathi http://m.getsatisfaction.com/people/7584366 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10652327/photo_medium.png nitisha_rathi Hi Jen,<br /><br />We are planning to integrate&nbsp;timeline with&nbsp;success plans. This timeline will be specific to a plan and you will be able to upload documents to it.<br /><br />Thanks,<br />Nitisha 1 http://m.getsatisfaction.com/topics/7315172/replies/19594213 http://m.getsatisfaction.com/topics/7315172 19594213 Cinco Coates responded to "Success Plans- Attaching external documents" 2018-06-20T18:27:57Z 2018-06-20T18:27:57Z Cinco Coates http://m.getsatisfaction.com/people/9050850 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11055288/photo_medium.jpg cinco_coates We would definitely find this useful, as well. Very similar (if not identical) to <a href="https://community.gainsight.com/gainsight/topics/it-would-be-nice-to-have-the-ability-to-add-an-image-of-a-given-customers-workflow-inside-of-the" rel="nofollow" target="_blank">It would be nice to have the ability to add an image of a given customer's workflow inside of the Customer 360 account page.</a>&nbsp;which identifies a potential use-case (capturing customer's development workflow).&nbsp; 2 http://m.getsatisfaction.com/topics/7315172/replies/19594231 http://m.getsatisfaction.com/topics/7315172 19594231 Sagan Sherlin responded to "Success Plans- Attaching external documents" 2018-06-20T18:35:30Z 2018-06-20T18:35:30Z Sagan Sherlin http://m.getsatisfaction.com/people/9511694 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221250/264DeathbyCat5-m_medium.jpg sagan_sherlin +1 We had a similar ask on another post regrading CTA's and Playbooks - but works the same.&nbsp; We're using one of the suggestions of getting a cloud hosted (DropBox) and sharing out the URL in the Comments section.&nbsp; While it's not as pretty - it's functional. 2 http://m.getsatisfaction.com/topics/7315172/replies/19689319 http://m.getsatisfaction.com/topics/7315172 19689319 Trevor Shand responded to "Success Plans- Attaching external documents" 2018-08-10T18:29:05Z 2018-08-10T18:29:05Z Trevor Shand http://m.getsatisfaction.com/people/8037377 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10749615/Trevor_medium.jpg trevor_shand This would be very helpful! 1