Copy and rename incoming notice files to customer folder
Copy and rename incoming notice files to customer folder
You get inconsistent notice PDFs in your intake folder that disrupt records and billing. The flow copies and renames files into a customer folder so staff and downstream systems see them same day.
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Overview
When intake PDFs arrive with inconsistent names, records and billing workflows stall and staff lose time searching for files. This flow standardizes filenames and centralizes copies so your IT and records teams—and downstream systems—have reliable access the same day.