Active file copies
Copy selected existing documents to each file's mapped cloud folder
When a file enters Active
What Joy does
When a transaction enters Active, copy the selected documents available at that moment into its existing mapped folder. Later additions and changes are outside this copy.
Who it's for
Transaction coordinator or operations lead.
Storage app
Choose one app for this automation.
During setup
Joy will help you:
- Choose the connected account and each file's existing writable destination folder.
- Choose the authorized documents available at Active entry and their file names.
- Choose how existing copies and naming conflicts are handled.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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