Create client-linked records from new portal file uploads
Create client-linked records from new portal file uploads
Your client uploads appear in generic folders without record links, causing billing delays. It links uploads to client and contact records so billing and analytics have context same day.
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Overview
When client files land in generic folders, billing and program coordinators waste time chasing context. This flow automatically links uploads to the right client and contact records and triggers downstream processing so your billing and analytics teams get ready, contextual files same day.