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Create intake records from new files added to folder

Create intake records from new files added to folder

Your intake folder gets files without records, causing missed triage and delayed assignments. Create a central intake record so coordinators can triage new files the same day.

Create intake records from new files added to folder

Overview

Stop chasing files in shared folders and give program coordinators a single source of truth; this turns each new file into a structured intake record for immediate triage. That ensures submissions are visible and assigned within minutes, keeping review queues current.

Create intake records from new files added to folder