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Create records and upload files from form submissions

Create records and upload files from form submissions

Your form submissions arrive with raw names, addresses, and uploaded files that require manual parsing and storage. It creates parsed records with file links so reviewers can finish checks same day.

Create records and upload files from form submissions

Overview

Intake paperwork for self-directed IRAs often arrives unstructured, forcing manual extraction and delaying compliance checks. This flow parses names and addresses, stores uploaded documents securely, and logs searchable records so operations and compliance can finish reviews same day.

Create records and upload files from form submissions