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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
25478_Contract.pdf
Deposit receipt
25478_DepositReceipt.pdf
Finance approval
25478_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 25478_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 25478_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.
Filed to the review queue
Plate Height on 25478 backdated from 12 Jun 2026 to 05 Jun 2026 · held until Operations releases it