Create standardized client folders for each intake webhook
Create standardized client folders for each intake webhook
New intake webhooks without client folders stall document intake and block uploads. It creates consistent client folders so teams can upload files and begin processing within minutes.
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Overview
Intake entries that arrive without a standard folder create manual work and missed uploads; this flow provisions consistent client folders as soon as records arrive. IT and program coordinators get ready-to-use file locations within minutes, reducing lost documents and accelerating handoffs.