Guide
Connecting ticket histories with documentation
By SourceX Editorial · Updated
Draft under editorial review.
Short answer
Records are more useful when they reference each other, such as a ticket linking to the help article or internal doc used to solve it. Existing IDs and links can often be preserved in export.
How it works at a glance
- 01
Supply
- 02
Rights
- 03
Preparation
- 04
Approval
- 05
Delivery
What to know#
- Ticket IDs in docs or commits create links
- Help article references are valuable
- Links can be kept after personal details are removed
- Missing links can sometimes be rebuilt
What to check#
- Check whether agents link articles in tickets
- Export IDs along with content
- Note which systems reference each other
How SourceX handles it#
- We assess fit before you share anything.
- Rights and laws are reviewed deal by deal with counsel.
- Personal details are removed and checked.
- Your company approves every release.
Quick check#
| Question | If yes | If no |
|---|---|---|
| Are your rights clear? | Move to preparation | Review contracts first |
| Can you export the records? | Plan the export | We'll guide alternatives |
Check your fit
FIT ASSESSMENT / 0 OF 5 ANSWERED0%
Q1 / 05 · COMPANY SIZE
How many full-time employees at your peak?
Frequently asked questions
Do I need to add links before export?
No. We work with what exists and preserve links that are already there.
Is this legal advice?
No. It's general guidance; your counsel should review your deal.
Related
General information, not legal advice. Editorial policy.
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