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Update client record and upload submitted form images

Update client record and upload submitted form images

Your form submissions with images arrive without files or updated client status, delaying processing and follow-up. Attach files to the right client and update status so teams can act same day.

Update client record and upload submitted form images

Overview

Incoming form submissions with images often land unprocessed and leave engineers hunting for files while client records lag behind. This workflow centralizes file ingestion and updates client status automatically so teams can triage and move work forward same day.

Update client record and upload submitted form images