Upload client attachments and send confirmation to client
Upload client attachments and send confirmation to client
Your client emails with contract, SEPA, and authorization attachments pile up and delay onboarding checks. Files go to subject folders and clients get a confirmation within minutes.
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Overview
Misfiled onboarding documents create manual work and slow project starts. This flow captures client attachments, files them into a subject folder, renames key PDFs with a date, and sends an immediate confirmation so project managers have audit-ready records and clients hear back within minutes.