Keep engineering documents filed by owner and address
Keep engineering documents filed by owner and address
Engineers accepting assessments find PDFs buried in inboxes, causing delayed claims and lost paperwork. Files land in owner-address folders, ensuring claims and ops locate documents quickly.
Overview
Lost assessment PDFs slow claims processing and create audit risk. This workflow guarantees every submitted PDF is routed into owner-address folders and surfaced to claims staff, eliminating misplaced paperwork and enabling immediate retrieval. Operations teams report fewer missing files and smoother handoffs.
Notable Features
- Create owner-address folders automatically
- Name files with submission details
- Notify claims when files appear