What the workflow needs
- requirements checklist
- document inventory
- uploaded files or source links
- workflow objective
- callback or delivery preference
The offer gives clients and agents a clear path for requirements, documents, missing items, exception review, readiness status, delivery package, callback, ledger, and attestation.
Use this workflow when a packet, file set, application package, diligence packet, or submission bundle needs structure, readiness review, and a returnable package.