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Create company and property records from new documents

Create company and property records from new documents

Your documents sit apart from company records, forcing owners to search for context and delaying asset decisions. The workflow centralizes document metadata into your company table for same-day access.

Create company and property records from new documents

Overview

Unlinked documents slow decisions and create extra work when owners hunt for context. This workflow converts new workspace documents into centralized company and property records so owners and ops staff have actionable metadata the same day.

Create company and property records from new documents