Business owners keep document records and status visible
Business owners keep document records and status visible
Business owners lose visibility when LRAR, Procedure and Dédite files pile up. Centralize CRM records so each document is labeled, tracked, and assigned, letting operations see status and start handoffs.
Overview
Untracked LRAR, Procedure, and Dédite files create processing gaps and delayed case assignments for business owners. This workflow logs every document in your CRM with type and status so operations gain clear visibility, prevent manual tracking gaps, and start assignments faster.
Notable Features
- Create or update CRM records
- Classify documents by file type
- Set processing status on create