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Create project file from form submissions to shared folder

Create project file from form submissions to shared folder

Your submitted form PDFs sit unorganized, slowing support coordinators from preparing case files for triage. It renames and stores PDFs in a central project folder so teams can start review same day.

Create project file from form submissions to shared folder

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Overview

When submitted PDFs are scattered, coordinators waste time finding the right paperwork and triage slows. This flow standardizes filenames and routes each PDF into the correct project folder so support coordinators can begin review the same day.

Create project file from form submissions to shared folder