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Update application records with shared drive file IDs

Update application records with shared drive file IDs

Application records miss PDFs and links, leaving underwriters without documents and delaying approvals. It links uploaded drive files to each application so underwriters can access them same day.

Update application records with shared drive file IDs

Overview

When file links are inconsistent, underwriters and closers waste time chasing PDFs and approvals slip. This workflow attaches a canonical file ID and working link to each application record, so underwriting and closers get same-day access to required documents.

Update application records with shared drive file IDs