Attach inbound message files to workflow task record

Front messages often include signed letters or tax PDFs that don't make it into the task, blocking closings and team handoffs. Files are routed to the task so operations can complete work same day.

Attach inbound message files to workflow task record

Overview

If signed letters and tax PDFs sit in message threads instead of the task, closings stall and operations waste time searching. This flow captures attachments from inbound messages and places them on the right task so operations and legal can act same day.

Attach inbound message files to workflow task record