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Move meeting files and link to meeting record

Move meeting files and link to meeting record

Your meeting transcript and subtitle files land unfiled, leaving consultants without client context to find assets. Files are filed and linked to the meeting record for same-day access.

Move meeting files and link to meeting record

Overview

Unfiled meeting transcripts and subtitle files slow down follow-up and deliverables; this flow routes each new file into the correct client folder and pins the link to the meeting record. Consultants and program coordinators get same-day access to session assets, reducing lookup time and speeding client work.

Move meeting files and link to meeting record