Attach completed contract PDFs to the project task
Attach completed contract PDFs to the project task
Your signed contract PDFs aren't linked to client tasks, delaying billing and onboarding handoffs. Attachments and task fields are updated so coordinators have one authoritative record same day.
Overview
Signed contracts scattered in inboxes slow onboarding and billing. This flow attaches completed PDFs to the matching project task and updates task fields so program coordinators and billing staff get a single authoritative record same day. That reduces manual searches and speeds downstream handoffs.