Move signed contract PDFs into correct client folder
Move signed contract PDFs into correct client folder
Your signed contract emails pile in the inbox and get misfiled, stalling legal review and billing handoffs. Files move into the matching client folder automatically, ensuring files are ready for billing.
Overview
Signed contracts lingering in inboxes slow billing and frustrate legal and operations teams. This flow extracts the client identifier, locates the right folder, and moves the signed file so billing and legal have organized documents within minutes.