Create addendum PDF from completed checklist run now

Your checklist-based addendum requests need manual merging and filing, which delays client delivery. Create and store accurate addenda automatically so documents are ready same day.

Overview

Stop wasting time on manual merges and misplaced PDFs: this flow turns a checked checklist into a client-ready addendum and files it in the case folder automatically. Transaction coordinators and owners get accurate, stored addenda same day, reducing last-minute fixes before closing.