Create file record from signed PDF attachments automatically
Create file record from signed PDF attachments automatically
Your signed PDFs arrive in inbox threads untracked, delaying case updates. Capture, link, and thumbnail each file for audit-ready review within minutes for same-day processing.
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Overview
Signed PDFs in inboxes create audit gaps and slow case processing; this flow captures those PDFs, extracts identifiers, and links files to the correct case so records are review-ready within minutes. It reduces manual triage and gets documents into workflows the same day.