Save emailed scans to location-specific shared drive folders
Save emailed scans to location-specific shared drive folders
You get scanned PDFs by email without location tags, so files pile up and staff waste time finding client paperwork. Files are routed into location folders so scans are retrievable same day.
Overview
Scanned PDFs often arrive without location context, forcing staff to hunt through inboxes and folders. This workflow routes and renames incoming scans into the right location folders so operations and program coordinators can retrieve paperwork immediately, reducing manual handling same day.