Prevent forgotten files when accounts change to cancelled
Prevent forgotten files when accounts change to cancelled
Ops coordinators lose cancelled account files buried in active folders, creating extra cleanup and audit risk. Move files to a Cancelled folder so account and ops teams find records fast.
Overview
Ops coordinators face audit risk and wasted time when closed-account documents stay in active folders. This workflow moves and labels cancelled account files automatically, eliminating manual cleanup and keeping closed-account records discoverable. That means faster handoffs, clearer audits, and zero missed archived files.
Notable Features
- Move files when status changes
- Notify account and ops teams
- Label moved files for audit