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Create disaster recovery case and attach documents from form

Create disaster recovery case and attach documents from form

You receive Disaster Recovery intake forms that aren't stored as case records, so applicant details and supporting files go untracked and eligibility checks stall. It creates CRM records for same day.

Create disaster recovery case and attach documents from form

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Overview

Intake forms that sit unstructured create manual work and slow eligibility decisions. This workflow turns each submission into a complete case record with files attached and flags it for program coordinators, enabling same-day triage and faster underwriting.

Create disaster recovery case and attach documents from form