Attach final assessment PDF to the client record
Attach final assessment PDF to the client record
Your final assessment form submissions often miss the PDF on the matching record, blocking audits. Attachments are added to the record automatically so compliance can close audits same day.
Overview
When assessment PDFs don't land on project records, compliance reviews stall and field crews spend time tracking files. This flow attaches submitted PDFs to the matching record automatically so your compliance coordinators and process supervisors have audit-ready documentation the same day.