Upload and organize incoming PDF attachments by year
Upload and organize incoming PDF attachments by year
Your inbound PDF attachments sit in a shared inbox unorganized, making retrieval and audit prep slow for IT staff. Files are available same day for compliance checks and quick lookup.
Workflow preview:
Zap details:
Overview
Stop hunting for attachments and reduce audit prep time by filing inbound PDFs into year folders automatically. Files are renamed, routed, and confirmed to the originating thread, delivering same-day availability for compliance checks.