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Create and send checked workshop report to client

Create and send checked workshop report to client

Your finalized workshop records aren't shared after approval, delaying client delivery and internal archiving. Clients and coordinators get the PDF, link and email same day.

Create and send checked workshop report to client

Overview

Marking a workshop record as checked should finish the job — not start more manual work. This flow creates the PDF, stores it, emails the recipient and updates the record, so coordinators and clients have the report same day.

Create and send checked workshop report to client