Move new client files into year and subfolders

Your client documents landing in a shared upload folder delay billing and program follow-up. It routes each file into the correct year and subfolder so coordinators have access same day.

Overview

When client documents arrive in a generic upload folder, coordinators waste time locating the right file and follow-up is delayed. This flow guarantees each file is placed into the client → year → subfolder path so records staff and program coordinators have the correct file same day.