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Create dated customer folders and upload form files

Create dated customer folders and upload form files

Your form submissions include ID and domicile proofs that arrive unfiled, slowing validation and onboarding. It files uploads into a dated customer folder so coordinators can begin same-day processing.

Create dated customer folders and upload form files

Overview

Stop chasing scattered attachments that slow renovation onboarding and invoicing. This creates a dated customer folder and files ID, domicile, and technical documents where coordinators and billing staff can access them, enabling same-day processing.

Create dated customer folders and upload form files