Attach new cloud files to matching project item
Attach new cloud files to matching project item
Shared uploads sit in cloud storage unlinked to project items, so coordinators lack context and tasks stall. Files attach to the right item automatically, giving coordinators same-day access.
Overview
When documents pile into cloud storage but aren’t linked to the right project item, coordinators waste time and work from incomplete context. This flow finds the matching item and attaches the file automatically, giving coordinators same-day access and removing manual filing delays.