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Create mandatory disclosure record from new shared file

Create mandatory disclosure record from new shared file

Your creator disclosure PDFs land in a shared folder and go untracked, delaying compliance and onboarding. Link each file to a disclosure record so coordinators can start reviews same day.

Create mandatory disclosure record from new shared file

Overview

If disclosure PDFs sit in a shared folder untracked, compliance and onboarding stall and coordinators scramble to locate paperwork. This flow turns each incoming file into a tracked disclosure record so your coordinators can begin review and approvals the same day.

Create mandatory disclosure record from new shared file