Law IT: Prevent duplicate scan alerts by flagging records

IT admins see unflagged scans prompting clerks to resend files and corrupt matter status. A scheduled post-process flags source records after emails, preventing duplicate alerts so statuses stay accurate.

Overview

Unflagged scans force clerks to resend documents and risk inaccurate matter statuses, creating avoidable administrative churn. This workflow marks source records processed after distribution, eliminating duplicate alerts and restoring reliable matter status so IT and administrators can trust a single source of truth.

Notable Features

Flag source records after distribution
Prevent duplicate scan alerts
Run scheduled post-process checks