Attach updated order PDFs to sales records and flag

Order PDFs sit outside the sales order, leaving marketing teams without document context for welcome outreach. This links the PDF to the order so teams can send the welcome message same day.

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Overview

When order PDFs live separate from the CRM record, welcome campaigns and fulfillment messaging lose context and slow down. This links each updated PDF to its sales order so campaign managers and marketing ops can send accurate welcome messaging the same day.