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Create client deal files from sent email messages

Create client deal files from sent email messages

Your sent client emails sit in an inbox, delaying deal file assembly and compliance reviews. It files message content into the deal folder so managers can access correspondence same day.

Create client deal files from sent email messages

Overview

Stop losing important client correspondence in sent mailboxes and manual folders. This flow turns sent emails into dated files and puts them in the right deal folder so case managers and compliance can retrieve documents same day.

Create client deal files from sent email messages