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Update client extension records from incoming drive files

Update client extension records from incoming drive files

Your extension PDFs land untracked in the drive, causing manual renames and lost client context. It updates company extension records and files copies to client year folders for same-day access.

Update client extension records from incoming drive files

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Overview

When extension PDFs arrive loose in a shared drive, client managers and billing staff spend time renaming and hunting for context. This flow extracts identifiers, files a client copy in the correct year folder, and updates the company record so teams see extension status the same day.

Update client extension records from incoming drive files