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Create intake ID files from form submissions for cases

Create intake ID files from form submissions for cases

Your intake forms arrive with scattered ID uploads, delaying application processing. Files are named and placed in the correct case folder for same-day review.

Create intake ID files from form submissions for cases

Overview

When intake attachments arrive disorganized, small program teams spend hours chasing files and slowing service delivery. This flow turns form submissions into named case files in the right shared folder so coordinators can review documents same day and keep application throughput moving.

Create intake ID files from form submissions for cases