Save emailed compliance attachments into audit-ready archive folder
Save emailed compliance attachments into audit-ready archive folder
Your emailed KYC and client verification attachments sit in Inbox, causing missed documents and manual searches that slow compliance reviews. Files are centralized for reviewer access same day.
Overview
When KYC and verification files stay buried in inboxes, audits stall and compliance staff spend hours hunting documents. This flow captures those attachments and stores them with clear names and metadata, giving reviewers auditable files within minutes so audits and reporting proceed on schedule.