Save mail scan attachments and log entries to records
Save mail scan attachments and log entries to records
Your paper mail scans arrive as email attachments and can get buried, delaying client intake and billing. They are archived and logged so operations and billing staff can retrieve them same day.
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Overview
If paper mail is scanned to email, attachments often get buried and slow client intake and billing. This flow captures those scans, archives files to a shared folder, and logs indexed entries so staff can find and act on documents the same day.