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Copy prior review PDFs into new review folder

Your repeat review records often miss prior PDFs, causing delayed compliance checks and extra manual searching. Assemble complete review packets for reviewers the same day.

Copy prior review PDFs into new review folder

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Overview

Manual searches for past review PDFs waste time and delay compliance checks for strata files. This workflow finds prior review folders, copies the needed PDFs into the new review folder, and updates the record so your compliance coordinator or founder has packets ready the same day.

Copy prior review PDFs into new review folder