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Create document records from incoming email PDF attachments

Create document records from incoming email PDF attachments

Your incoming support emails with PDF attachments are unlinked to user records, slowing triage and audits. Files are uploaded and attached to the related record automatically, available same day.

Create document records from incoming email PDF attachments

Overview

Lost or unlinked attachments slow incident response and complicate audits. This flow captures PDF attachments from incoming emails, uploads them to your file endpoint, and creates linked records so engineers and compliance can access files same day.

Create document records from incoming email PDF attachments