Move secure uploads into client folders and notify team
Move secure uploads into client folders and notify team
Your secure client uploads arrive unorganized, delaying review and compliance checks for new accounts. It files uploads into client folders and alerts your client services and compliance team same day.
Overview
When secure client files land in the wrong place, client service and compliance waste time tracking them down; this flow makes sure uploads go straight to the right client folder and your team is alerted. That shift means documents are review-ready within minutes and intake work starts same day.