Copy incoming client files into matching client folders
Copy incoming client files into matching client folders
Your client files pile in an intake folder and get missed, delaying onboarding and payroll tasks. The workflow files each copy into the right client folder so your team can act same day.
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Overview
When deliverables sit in a shared intake folder they slow onboarding and frustrate program coordinators. This flow files each incoming document into the correct client folder so your success managers can start work same day and avoid manual triage.