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Operations · BUILT-TO-ORDER SERVICE
Document Intake Organizer
Reduce manual file sorting by organizing incoming documents in a consistent folder and tracking structure.
What is included
- Connect one approved intake source
- Apply agreed file naming and routing rules
- Create an intake tracking record
- Notify your team about new or incomplete submissions
What we need from you
Your file source, destination and document categories. We will confirm requirements and secure access arrangements after your order.
Your deliverable
An organized document intake and notification workflow, a sample test run, and handover notes for the agreed setup.
Scope and limitations
Sensitive documents require agreed security safeguards; OCR and paid extraction services cost extra.
Package covers one starter workflow. Third-party accounts, subscriptions, API usage, hosting and messaging charges are separate. Extra integrations, ongoing support and material changes require a separate approved quote.
