Save incoming email attachments to client drive folders
Save incoming email attachments to client drive folders
Your inbox attachments for clients are scattered and hard to find, delaying IT and records work. Files are copied into client drive folders for quick retrieval and audit readiness same day.
Overview
Stop hunting for client files in crowded inboxes — capture attachments and place them directly into the right client drive folder so IT and records staff can find documents instantly. Files will be available in the correct folder same day, reducing manual handoffs and audit prep time.