Attach new shared folder files to matching project task
Attach new shared folder files to matching project task
Your pledge PDFs in the shared folder may not link to project tasks, leaving coordinators without paperwork. It links each file to its task so coordinators have paperwork before reconciliation.
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Overview
If pledge and gift PDFs sit unlinked in a shared folder, coordinators spend time hunting files and reconciliation drags. This connects each new file to its project task and surfaces the paperwork to coordinators within minutes, so reconciliation happens before your next reporting run.