Add converted guarantor tax PDFs to record attachments
Add converted guarantor tax PDFs to record attachments
Your guarantor tax uploads arrive as mixed file types and links, fragmenting review and delaying onboarding. Get consolidated PDF links added to the record for faster approvals.
Overview
Mixed-format guarantor tax uploads slow approvals and make review work manual. This flow converts non-PDF files, aggregates PDF links, and updates the record so operations and leasing teams can complete reviews the same day.