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Create client upload file and notify ops team

Create client upload file and notify ops team

Your client upload submissions arrive by email or silo, making files hard to find for IT and coordinators. Files are saved in a central document library and ops are notified for same-day processing.

Create client upload file and notify ops team

Overview

Stop hunting for client files in inboxes—this flow captures uploads, standardizes filenames, and deposits them in your central library. Your ops staff receive a notification so files are available for same-day processing.

Create client upload file and notify ops team