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Create intake documents and attachments in shared storage

Create intake documents and attachments in shared storage

Your intake documents and uploaded attachments sit in separate systems, leaving project managers without client context and delaying onboarding tasks. Consolidating files lets onboarding start today.

Create intake documents and attachments in shared storage

Overview

Signed intake packets and attachments often scatter across systems, leaving project managers scrambling for client context. This flow collects the completed PDF and any submitted files into your shared archive so teams can begin onboarding same day and avoid manual file hunts.

Create intake documents and attachments in shared storage