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.
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.