Rename and move incoming scanned documents to archive

Your incoming scanned documents pile up in the sorting folder, delaying invoicing and project setup. It renames and files them into the correct folder so billing and project packets are ready same day.

Overview

Manually renaming and sorting scanned receipts and client letters ties up your back-office and delays billing and project setup. This flow standardizes filenames and files them automatically so coordinators can bundle invoices and prepare job packets the same day.