Currently, when attaching a document to a dispute letter, the process requires multiple unnecessary steps: we have to open the client’s account, go to Document Storage, download the file, return to the letter editor, and then re-upload it manually.

If a client’s documents are already stored in their Document Storage, it would be much more efficient to have an option within the letter generator to browse and attach those existing files directly — without leaving the page or re-uploading.

This improvement would:

• Save significant time during letter generation

• Eliminate repetitive downloading and uploading steps

• Streamline workflows for teams handling multiple clients

• Reduce human error when attaching supporting documents

This small enhancement would make the letter creation process faster and more efficient, especially for companies managing large client volumes.

I contacted support on FB CRC Group, as well as through the CRC website. I was trying to figure out how to attach an additional document (SSN Card), to a set of letters to be printed. I have asked the Client for the copy, uploaded it to the Document Storage, but when I went to the letters, and selected "Add additional document" it was not available. CRC Website support said that I had to go to the Clients Dashboard > Document Storage and download the file, then go to the Letters, "View/Edit" and upload that file.

If the DL and Utility bill can be added to the letters, why can't the SSN Card or other documents as well?

Thanks

It would be VERY helpful to be able to add the additional documents that we have within the clients dashboard. For example, by default it automatically adds the drivers license and proof of address, however, what is the point of allowing us to add the additional documents to the clients dashboard (social security card, etc.) if we cant even add them to the clients dispute. I think this feature should be set as a top priority because its so inconvenient! right after the letters are generated, all the additional documents that are in the clients dashboard should pop up and we can just check or uncheck to add to the disputes.

We should have access to docs that we upload to client show up automatically in attach documents part. It shouldn’t be this much work to add SS card to letters.

Hi Support,

We are unable to upload documents for our clients

Thank you!

BK Solutions and Repair