Attach completed change order PDFs to project records
Attach completed change order PDFs to project records
Your signed change order PDFs sit in inboxes, leaving teams without agreement context. They are attached to the project record so campaign managers and billing staff can act same day.
Overview
Signed change orders frequently live in inboxes and delay campaign timelines and billing reconciliation. This workflow links the signed PDF and completion date to the project record automatically, so campaign managers and billing staff have agreement context within minutes.