Keep IT admins from missing signed engagement letters
Keep IT admins from missing signed engagement letters
IT teams monitoring case systems miss signed engagement letters in email, causing misplaced documents and delayed case access. It files signed PDFs to the matching case so managers get access quickly.
Overview
Signed engagement letters sitting in inboxes create misplaced documents and delay case work, putting timelines at risk. This workflow captures labeled signed PDFs and attaches them to the matching case record, giving case managers immediate access and removing manual re-filing.
Notable Features
- Attach signed PDFs to case records
- Extract case ID from filename
- Alert case managers on attachment