Move previous client PDF into archive folder on upload

Your client PDFs can leave prior versions in the shared drive, cluttering folders and delaying handoffs. This keeps only the latest file accessible, so team members find the correct document same day.

Move previous client PDF into archive folder on upload

Overview

Stale or duplicate PDFs in shared folders create confusion and slow operations. This flow automatically finds and files prior PDFs into an archive folder on new uploads, so your operations managers and coordinators always see the current document same day.

Move previous client PDF into archive folder on upload