Keep engineering intake files organized with standardized folders
Keep engineering intake files organized with standardized folders
Engineers see client uploads land unorganized, causing misfiled tax documents and manual reconciliation. Form-triggered dated folders and standardized filenames ensure operations find and route client files.
Overview
Unstructured client uploads create reconciliation work and misfiled documents that slow operations down. This workflow builds dated client folders and enforces filename templates at form submission, eliminating manual sorting and making it easy for operations to find and route files reliably.
Notable Features
- Create dated client folders
- Apply standardized filename templates
- Notify operations of new uploads