Create document records from portal uploads for intake
Create document records from portal uploads for intake
Your portal uploads arrive without structured records, forcing manual lookups and slowing intake validation. Intake staff get consolidated document records and attachment links for same-day processing.
Overview
When portal files arrive untracked, intake spends time on lookups and missed validations. This flow creates linked document records and file attachments in your intake database and web app so coordinators can triage and process submissions the same day.