Business owners keep project cards compliant with PDFs
Business owners keep project cards compliant with PDFs
Business owners see coordinators hunting for required compliance PDFs, causing start delays and missed documentation. Required PDFs attach to new project cards so coordinators start review without searching.
Overview
Project work stalls when coordinators spend time searching for compliance PDFs, risking delayed starts and missed documentation. This workflow ensures every new project card contains required PDFs so coordinators begin review immediately, and customers report faster handoffs and fewer manual searches.
Notable Features
- Attach compliance PDFs to cards
- Label cards with document checklist
- Notify coordinators when attachments added