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Create tracking records for new shared files and route

Create tracking records for new shared files and route

You get untracked PDF uploads in your intake folder that stall triage and leave records incomplete. Automated records and extracted metadata speed review so staff act within minutes.

Create tracking records for new shared files and route

Workflow preview:

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Overview

Incoming PDFs in shared intake folders often arrive without context, forcing IT to chase missing details. This workflow creates a tracking record, extracts identifiers, and routes files to a processing folder so records staff can start review within minutes.

Create tracking records for new shared files and route