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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
25517_Contract.pdf
Deposit receipt
25517_DepositReceipt.pdf
Finance approval
25517_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 25517_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 25517_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.
Dismissed from the review queue
Formal Finance Approval on 25517 · nothing changed · “Entered against the wrong job — finance on 25517 is unconditional.”