Create design task and archive signed intake PDF
Create design task and archive signed intake PDF
Your design intake forms arrive unorganized, leaving designers without files and delaying start dates. Tasks and signed PDFs are added so coordinators can assign and schedule work same day.
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Overview
Stop letting intake forms arrive as scattered items — convert every completed design intake into a task with its signed PDF and folder attached. Project coordinators and franchise partners get a complete work request and files ready same day, reducing follow-up and speeding schedules.