Move new intake PDFs into shared program drive

Your intake PDFs land in personal folders instead of the shared program folder, delaying access for coordinators. Save files to the central drive so coordinators can find paperwork the same day.

Overview

When participant paperwork sits in personal cloud folders, coordinators and ops staff can’t assemble rosters or reports quickly. This flow files intake PDFs into the central program drive and notifies coordinators, enabling same-day access for enrollment and outreach.