Attach new file uploads to matching paperwork records
Attach new file uploads to matching paperwork records
Your paperwork PDFs sit unlinked in a shared folder, delaying approvals and billing. They are attached to the matching record automatically so coordinators can act same day.
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Overview
Unlinked paperwork in shared folders makes permit approvals and billing grind to a halt; coordinators waste time hunting for the right files. This flow attaches each upload to its record automatically, so processing and compliance can proceed same day with fewer misses.