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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
25302_Contract.pdf
Deposit receipt
25302_DepositReceipt.pdf
Finance approval
25302_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 25302_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 25302_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.
Released from the review queue
Slab Down on 25302 backdated from 06 Feb 2026 to 30 Jan 2026 · “Matches La Vida's pour docket.”