Attach generated proposal PDF to client engagement record

Proposals create client items, but the PDF frequently isn't linked to the record. This workflow attaches the PDF to the item and moves the source to archive so coordinators see it same day.

Overview

When proposals aren’t attached to the engagement record, coordinators waste hours hunting files and onboarding slows. This flow links the exact PDF to the item and archives the source so coordinators see the agreement the same day and handoffs move faster.