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Create Form ID filing record for signed forms

Create Form ID filing record for signed forms

You get signed Form ID updates but no single filing link, so agents struggle to find offering documents. It logs a table row and sends Slack notices so files are accessible same day.

Create Form ID filing record for signed forms

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Overview

Signed Form ID updates often sit in webhooks or personal folders, forcing agents to hunt for offering docs and delaying case closure. This flow creates a searchable filing row and posts Slack alerts so support coordinators can retrieve files and resolve cases same day.

Create Form ID filing record for signed forms