Save client email attachments to organized file storage
Save client email attachments to organized file storage
Your client email attachments sit in your inbox and delay session prep. Files are saved to a central folder for easy access, enabling on-time preparation before sessions.
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Overview
When client worksheets and IP drafts arrive by email, prep time gets eaten up searching threads and saving files. This flow captures attachments and places them in a shared folder so you and your program coordinators can find materials and prep for sessions the same day.