Upload approved intake PDFs into client case folder
Upload approved intake PDFs into client case folder
Your approved intake PDFs sit in email or temp storage, delaying case assembly and claim filing. Automatically place PDFs in the client case folder so your team can review files same day.
Overview
When approved intake PDFs sit scattered in email or temporary folders, case setup stalls and veterans wait for progress. This flow automatically places approved PDFs into the client case folder within minutes, so your coordinators can review and act the same day.