Create board data PDF and attach to record
Create board data PDF and attach to record
When you flag a project for board data, metrics remain scattered and slow packet prep. It creates a PDF and links it to the record so coordinators can share materials before the meeting.
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Overview
When a project is flagged for board reporting, this flow builds a complete, formatted PDF from your source records and attaches it back to the project—eliminating manual copy-paste and last-minute scrambling. Program coordinators get a ready packet within minutes so materials are available ahead of the board meeting.