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Amanda Aparicio
If I ask clients to upload their statements in a client task (or a receipt, a W-2, etc.), once the client has uploaded their file,
automatically
check the file and ensure:
  • The file is readable
  • It's the correct document
  • The document dates are correct (e.g. If I requested Sep 2026's statement, make sure that the provided file is
    actually
    Sep 2026 and not something else)
If the file is incorrect/not readable, give the client immediate feedback so that they can fix it right then and there.