Upload verified ID PDFs to customer folder on completion
Upload verified ID PDFs to customer folder on completion
Your identity capture checklist often leaves ID PDFs unfiled, delaying compliance reviews. Files are auto-saved to the customer folder so officers can access them same day.
Workflow preview:
Zap details:
Overview
Unfiled ID PDFs create audit friction and slow onboarding when checklist tasks are completed. This flow places each verified document into the correct customer folder automatically, so compliance officers and operations can retrieve files same day for reviews and handoffs.