Send new uploaded file to records inbox and remove original

Your shared-drive uploads have inconsistent filenames and often go unnoticed, delaying file processing. Files are sent to your records inbox with cleaned names for same-day filing.

Overview

When shared-drive uploads arrive with messy names they block your staff with manual renaming and chasing. This flow standardizes filenames, forwards each file to your records inbox, and clears the intake folder so filing happens same day and backlog is avoided.