Add new client form submissions to card with attachments
Add new client form submissions to card with attachments
Your intake form submissions aren't attached to cards, leaving documents siloed and reviewers without context. Attach files and add submission notes so triage begins same day.
Overview
Stop manual file drops and missing attachments from derailing review cycles; this flow routes every client submission into the right project card and notifies intake coordinators. Documents and submission notes become visible within minutes so triage and next steps start same day.