Add generated PDF link to new board item record
Add generated PDF link to new board item record
Your board items often lack report PDFs, leaving coordinators unprepared for stakeholder review. Adding a generated PDF link to the item gives coordinators same-day access.
Overview
When project items are created without report links, coordinators scramble to assemble materials before reviews. This flow generates the report URL and attaches it to the item so stakeholders can access shareable reports same day.