Prevent lost files from form uploads for operations
Prevent lost files from form uploads for operations
Operations coordinators processing form uploads see files labeled Other end up misplaced, forcing manual sorting. Move uploads into the right transaction folder so coordinators stop manual filing.
Overview
Misfiled transaction documents force operations coordinators into manual sorting and delay downstream work. This workflow routes uploads labeled Other into the correct transaction folder and flags unmatched items, eliminating manual sorting and ensuring zero missed paperwork.
Notable Features
- Move files into transaction folders
- Filter uploads labeled Other
- Alert ops on unmatched uploads