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.

Attach new file uploads to matching paperwork records

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.

Attach new file uploads to matching paperwork records