Create proof of residence file in agency folder
Create proof of residence file in agency folder
Your intake form proof of residence uploads often arrive without a consistent folder or filename, causing retrieval delays for case managers. Coordinators can access them same day.
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Overview
Intake uploads often come inconsistently named or misplaced, slowing case reviews and follow-up. This workflow standardizes filenames and places proof-of-residence documents into the correct agency folder so program coordinators and case managers can start reviews same day.