Skip to content

Save attachments automatically

instantly make your life easier

It can take hours to collect and save documents. With our automation, you can save attachments to the correct location automatically.

Stop saving docs manually hero (1)

know where everything is saved

1

Cut down admin work

Create automations that save documents automatically, no human required.

8

Reduce human error.

No more scrounging around your drives or folders looking for a document. The files go to the correct spot, every time.

7

Scaleable for growth.

With this solution, new criteria or documents can be added to the flow easily – no IT expertise needed.

How does it work? Let us show you!

1

Route documents to the correct folder

6

2

Create standardization by renaming the file

5

3

Alert your team when all documents are recieved

7

route and rename attachments 

No longer wonder if that document is saved and where it’s located. Automatically route to exact folders or locations in your CRM.  You can even rename the files so it’s simple to find things in the future. 

RooksDM - Esign documents (3)
RooksDM - Esign documents (5)

level up internal processes

Do you have freelancers submitting receipts each month? Set up an email like receipts@yourcompany.com and have all receipts sent there. 

Based on who sends the email, have the receipt uploaded to the correct location in your drive or database for safekeeping or reference.

simple to edit 

Want things to go to a different folder? You don’t need to contact IT. With this solution, most staff members can change or update these preferences easily themselves.
RooksDM - Esign documents

want to learn more about how we can help you?

Case Study

automatically save and organize contractor receipts

Industry
Law Firm
LOCATION
California 
COMPANY SIZE
9 employees
  • Mapped out workflow
  • Created shared email address
  • Contractors email receipts
  • Receipts saved into their folder

Loved by our clients

what they’re saying

“
A great experience
all around!
 
AT Law Group
“
Everything got so
much faster and smoother!
South Bay Financial Partners
“
RooksDM was excellent at helping streamline our systems!
 
FLIP LAW


Daleele Alison

Chat with Daleele

Interested in consolidating your technology and making your processes more efficient? Contact us today.