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Drop a file on a slot and it is renamed to the convention and filed in both systems. No manual renaming.
Contract
25431_Contract.pdf
Deposit receipt
25431_DepositReceipt.pdf
Finance approval
25431_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 25431_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 25431_DepositClaim.pdf
Slots follow Alison's naming requirements. Files sync to HubSpot and the Monday item.
Every write to this job, what it changed and where it landed.
Portal update applied
Lock Up 24 Jul 2026 from the Constructive portal · stage advanced to Lock Up
Site address corrected
Lot 361 Camperdown Way · typo fixed from builder pack
Portal update accepted
Roof Cover 12 Jun 2026 from the Constructive portal
Job number entered
25431 · deal renamed, Builder Acceptance ticked