Business owners keep HWC plans organized and accessible
Business owners keep HWC plans organized and accessible
Business owners miss HWC plan attachments in crowded inboxes, risking session prep errors and record gaps. Attachments save to a shared drive so staff have client plans ready.
Overview
Missed HWC plan attachments disrupt session preparation and create recordkeeping gaps for business owners. This workflow captures every in-person plan from email and files it into your shared drive so operations and program staff always start sessions with complete client plans; teams report faster preparation and zero missed attachments.
Notable Features
- Save plan attachments to shared drive
- Notify operations when new plans arrive
- Organize files by client and date