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Create document record from new shared drive uploads

Create document record from new shared drive uploads

Your provider uploads sit untracked in the shared drive, leaving coordinators without links or metadata. It logs the file and shareable link into your client database for same-day access.

Create document record from new shared drive uploads

Overview

Untracked provider uploads create friction and slow client work; this flow turns every new shared-drive file into an actionable database entry. It delivers a shareable link and related record into your CMS so coordinators can find and act on documents the same day.

Create document record from new shared drive uploads