Upload intake form files to client shared drive
Upload intake form files to client shared drive
Your form attachments sit in inboxes and local folders, leaving client records incomplete and delaying case setup. Files are saved to the matched client folder so ops and IT can find documents same day.
Overview
Stop searching inboxes for intake attachments and let submissions land in the right shared folder automatically. This moves submitted property documents into the matched client workspace so program coordinators and IT can retrieve source files same day.