Documents Library

Every internal file already on file — XML exports, PDFs, and everything else in a client's Quick Files, plus every file attached to a quote in the Quotes log — searchable in one place. No need to open a client's record or dig through the quotes log just to find a file you know exists somewhere.

🔧 Link past borrower uploads to their conditions

One-time cleanup — matches older borrower-portal uploads back to the condition they were for, wherever that can be determined with certainty. Safe to run more than once; already-linked files are skipped, not duplicated.

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Pulling every client's file list from Airtable.