Save client acknowledgement PDF into client license folder
Save client acknowledgement PDF into client license folder
Your customer acknowledgement PDFs arrive unfiled in your inbox, delaying license tracking and billing. Files are saved to each client LICENSES folder so billing and compliance can proceed same day.
Overview
Stop losing signed acknowledgements in your inbox — this flow parses incoming emails, matches the client, and drops the PDF into the client's LICENSES folder. Billing staff and program coordinators get the documents they need same day, removing admin bottlenecks.