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Create intake document files and store in county folders

Create intake document files and store in county folders

Your intake uploads often arrive unfiled, leaving case managers without required ID scans and delaying eligibility. Get files into county folders so reviews complete same day.

Create intake document files and store in county folders

Overview

Intake attachments frequently sit in form dashboards or inboxes, delaying eligibility checks and service starts. This flow files each upload into the correct county folder so case managers can find required documents and complete reviews same day.

Create intake document files and store in county folders