Attach reference numbers to scanned mail filenames on update
Attach reference numbers to scanned mail filenames on update
Your mail scan rows often miss reference numbers, making scanned files hard to match to cases. That means coordinators can find and attach scans to cases same day.
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Overview
When scanned mail lacks reference numbers, your coordinators spend time hunting files and cases stall. This flow applies sheet-entered references to scan filenames and updates the tracker so scans can be attached and cases cleared same day.