Business owners keep client file names clear and consistent
Business owners keep client file names clear and consistent
Business owners add client files with inconsistent titles, causing account managers to miss documents and delay deliverables. Files are standardized on publish so managers find them quickly.
Overview
Inconsistent file names make account handoffs messy and delay client deliverables. This workflow enforces naming standards the moment files are published, eliminating manual renaming and ensuring account managers find records quickly. Customers report faster handoffs and fewer search delays.
Notable Features
- Format file names on publish
- Remove duplicate prefixes and tags
- Notify account managers of changes