Save incoming client documents to central secure folder
Save incoming client documents to central secure folder
Your client document uploads sit in external inboxes, creating extra downloads and manual work. Files are saved to your central document library so operations can find them same day.
Overview
Incoming client documents often sit in inboxes or staging tools, forcing manual downloads and slowing client prep. This flow captures each upload, normalizes the filename, and stores the file in your central document library so operations and compliance have access same day.