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Create scorecard files from advisor emails to shared folder

Create scorecard files from advisor emails to shared folder

Your advisor scorecard attachments sit in your inbox, delaying reviews and compliance checks. Files are saved to a shared scorecard folder so coordinators can review them same day.

Create scorecard files from advisor emails to shared folder

Overview

When advisor scorecards arrive by email, attachments can linger in inboxes and delay reviews. This workflow extracts and stores those files automatically so coordinators and leadership can access and review scorecards the same day, keeping reporting and compliance on schedule.

Create scorecard files from advisor emails to shared folder