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Attach fiscal application PDFs to applicant records before intake

Attach fiscal application PDFs to applicant records before intake

Your fiscal sponsorship application emails land in a shared inbox, leaving PDFs unlinked and reviewers missing context. Reviewers get the PDF on the applicant record plus a shared folder link so intake completes before the next workday.

Attach fiscal application PDFs to applicant records before intake

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Attach fiscal application PDFs to applicant records before intake