Keep reception files centralized for info services IT

IT leads see reception attachments trapped in records, causing document gaps that risk client deliverables. This ensures attached files appear in the linked shared drive folder so operations have reliable access.

Overview

Missing reception attachments create document gaps that threaten client deliverables and SLA commitments. This workflow makes every attached file land in its linked shared drive folder, eliminating siloed documents and giving operations reliable access. The result is faster handoffs and far fewer missed documents.

Notable Features

Find the linked shared folder
Move attached files into folder
Notify operations of new uploads