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If your team already has a UCC filing document and need to upload it into your CRM, use the UCC Upload a filing steptype to give them that ability from within Sidekick.

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Step Configuration

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Title

The title appears up top in Sidekick when your team reaches this step in the Flow, and is also the only field to configure for this particular steptype. We recommend using something simple in this field, like instructing your team which specific UCC filing they should upload through Sidekick.
Last modified on May 7, 2026