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Create signed claim documents and attach them to records

Create signed claim documents and attach them to records

Claim webhooks arrive without signed files or metadata, delaying approvals. Create COAs, consent forms, and LOAs automatically so claim handlers have completed paperwork and updated records same day.

Create signed claim documents and attach them to records

Overview

Form submissions that arrive without signed paperwork create manual work and slow case handling. This flow converts each qualifying submission into completed COA, consent, and LOA files and records their locations so claims teams can triage and share documents the same day.

Create signed claim documents and attach them to records