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Add received documents and share links to contact sheet

You get document uploads not linked to contact rows, causing approval delays. This stores the file and writes a shareable link to the matching sheet row so approvals happen same day.

Add received documents and share links to contact sheet

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Overview

Inbound proof files that aren't tied to contact records slow approvals and create audit gaps. This workflow stores each file, generates a shareable link, and writes that link to the matching sheet row so campaign managers can approve same day.

Add received documents and share links to contact sheet