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  1. Document Automation
  2. File Management

File Management

File Management automations let Zapier automatically capture, sort, and store your files across apps. They remove manual uploads, folder creation, and tracking, ensuring every document lands in the right place instantly. This keeps teams organized, compliant, and able to retrieve assets whenever needed.
File Management

Central Repository

Consolidate scattered files into one structured location so everyone finds the latest version fast.

Instant Organization

Auto-create folders, tag assets, and log entries in databases the moment a file appears.

Effortless Compliance

Automatically archive records in bookkeeping or DAM systems to meet audit and policy requirements without manual work.

Featured use cases

Automatically move and organize files for efficient, error-free document management and bookkeeping.

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Automate uploading of files into a centralized asset repository for organized, accessible, and secure storage.

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Automate syncing of new project management files to document storage for organization, backup, and seamless access.

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Automatically capture, organize, and log shared files in a centralized database to maintain up-to-date records and notifications.

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Automatically process and upload new files to cloud storage for seamless organization and access.

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Automatically sort and store incoming files into designated folders to maintain consistency and save time.

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Bring your workflow ideas to life. Build your first automation in minutes.

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Related to File Management

Document Automation

Document Verification

Document Automation

Document Tracking

Document Automation

Document Submission

Document Automation

Document Storage

Document Automation

Document Signing

Document Automation

Document Organization