Create appointment packet from intake form entries now

Form responses aren't becoming signed packets, so coordinators rekey signer data and onboarding slows. The workflow builds and sends a ready-to-sign appointment packet so onboarding proceeds same day.

Overview

When intake forms don't produce signed packets, onboarding stalls and coordinators waste time rekeying details; this flow auto-creates and sends the appointment packet from each submission. Coordinators receive the packet and signer contact within minutes so onboarding can start same day.