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Move approved client ID images into folder before onboarding

Move approved client ID images into folder before onboarding

Your client intake items are marked approved while ID files remain misplaced, causing delayed verifications and stalled onboarding. Keep support and onboarding teams ready by placing IDs in the correct drive folder before the next workday.

Move approved client ID images into folder before onboarding

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Move approved client ID images into folder before onboarding