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Create client signed document folders and upload PDFs

Create client signed document folders and upload PDFs

Your document uploads land in a shared folder without client context, stalling filing and next steps. It files each PDF into the right client folder and notifies the intake API so staff can act same day.

Create client signed document folders and upload PDFs

Overview

Incoming signed PDFs frequently arrive without client context, wasting staff time and delaying intake. This flow parses filenames, files PDFs into the correct client folder, and pushes a signed payload to your intake API so coordinators receive actionable context the same day.

Create client signed document folders and upload PDFs