Attach inspection PDFs to deal and update stage

Your inspection and checkout report PDFs sit unlinked to deals, delaying reconciliations and handoffs. Link the PDF to the deal and advance its stage so operations can complete handoffs the same day.

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Overview

When inspection PDFs live disconnected from deals, operations and property teams waste time locating paperwork and stall handoffs. This workflow links each generated PDF to its deal and advances the deal stage, so property managers can complete reconciliations and tenant handovers the same day.