Skip to content
Create certified PDF letter from board update and email staff

Create certified PDF letter from board update and email staff

When a board column flags a customer for a certified notice, missing PDFs and attachments slow returns and compliance for your fulfillment staff. This creates a dated PDF, saves it to Drive, updates the record, and emails staff so teams can act same day.

Create certified PDF letter from board update and email staff

Create certified PDF letter from board update and email staff