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Create and update onboarding card with client documents

Create and update onboarding card with client documents

Onboarding orders and client documents arrive untracked, delaying verification and billing. Create or update a project card with attachments and route it for same-day verification.

Create and update onboarding card with client documents

Overview

Manual handoffs leave onboarding documents scattered and slow down verification. Turn each submitted order into a tracked project card with attachments and route it to the right queue so coordinators can verify same day.

Create and update onboarding card with client documents