Save incoming email attachments to shared drive for records
Save incoming email attachments to shared drive for records
Your invoice and client attachments sit in inbox threads, delaying processing and reconciliation. They are archived to a shared folder so staff can find files quickly before the next billing run.
Overview
When attachments pile up in inboxes, reconciliation and processing slow down and staff waste time hunting for files. This routes attachments into a shared folder with consistent names so coordinators can retrieve documents within minutes, ahead of the next billing run.