Upload assessment result PDFs into each client folder
Upload assessment result PDFs into each client folder
Your assessment result PDFs arrive by email and pile up in your inbox, blocking client review and billing. Files are placed in the correct client folder for immediate access and same-day invoicing.
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Overview
Incoming assessment PDFs often sit in inboxes and delay review or invoicing; this flow routes each PDF into the right client folder so program coordinators can act immediately. That means files are review-ready and available for same-day billing, removing a manual download step.