Route completed onboarding file requests to ops tools

Your onboarding file requests finish in the client flow without an automatic handoff, leaving coordinators to hunt for attachments and delay next steps. You get file links routed to ops tools same day.

Overview

When clients complete a file request in your onboarding flow, coordinators often waste time hunting for attachments and links. This routes file metadata and links into your ops tooling so coordinators can begin compliance checks and scheduling the same day.