Attach incoming contract PDFs to matching deal folders
Attach incoming contract PDFs to matching deal folders
Your contract PDFs uploaded to storage often go unfiled, leaving deals without signed documents or folder context. Get contracts filed and deal records updated so reps have files same day.
Overview
When contract PDFs land in shared storage they often never make it into the deal record, slowing approvals and billing. This workflow files each contract into the right deal folder and updates the deal record so reps and coordinators can find signed or unsigned contracts the same day.