Send confirmation email to clients after documents are received
Send confirmation email to clients after documents are received
Your clients' uploaded documents go unacknowledged in inboxes, delaying onboarding and triggering extra follow-ups. You send a confirmation email within five minutes so reviews begin on time.
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Overview
When client documents sit unacknowledged, onboarding stalls and support volume rises. This flow sends a clear confirmation to submitters within five minutes, reducing repetitive inquiries and letting your coordinators start reviews promptly.