Send intake documents to submitter and notify team
Send intake documents to submitter and notify team
Your intake forms include attached documents that often sit unprocessed, delaying case setup. Deliver files to submitters and notify your support channel so records are confirmed within minutes.
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Overview
Manual delivery of intake documents creates bottlenecks and slows case starts. This flow emails submitters their attached documents and alerts your support channel so records are confirmed and follow-up begins within minutes.