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Create compliance files from intake uploads for records

Create compliance files from intake uploads for records

Your intake paperwork lands in a shared folder unfiled, delaying registration and compliance. Files are routed into your master records so registrars can process them same day.

Create compliance files from intake uploads for records

Overview

When intake PDFs sit unfiled, registration and compliance work stalls and audits become harder. This flow standardizes filenames, routes files into your master records folder, and archives originals so registrars have searchable files within minutes.

Create compliance files from intake uploads for records