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Attach form uploads to discipline checklist card on submit

Your disciplinary form uploads often miss the matching case card, leaving reviewer records incomplete. Files and checklist items are attached to the card for HR review within minutes.

Attach form uploads to discipline checklist card on submit

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Overview

When disciplinary uploads don't land on the case card, HR spends time chasing attachments and reviews stall. This flow attaches submitted files and creates checklist items so coordinators see complete records and can act within minutes.

Attach form uploads to discipline checklist card on submit