Create common area floor record from uploaded PDF
Create common area floor record from uploaded PDF
Your inspection PDFs for common areas arrive uncategorized, so files don't link to the correct deal and floor and follow-ups stall. This creates a floor record and requests sketches same day.
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Overview
When inspection PDFs arrive without context, your operations team wastes time matching files to deals and floors. This workflow extracts deal and floor info, creates a proper common-area floor record, and notifies field staff so operations gain same-day visibility for follow-up.