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Create file log entries from new project uploads in records

Create file log entries from new project uploads in records

Your project files often land untracked in Drive, leaving drawings disconnected from project records. Capture file metadata into a central table so your team finds files fast before client reviews.

Create file log entries from new project uploads in records

Overview

Untracked drawings and specs slow small practices and risk missed review deadlines. This flow captures each new file into a central table and delivers searchable context to project managers within minutes, streamlining handovers before client reviews.

Create file log entries from new project uploads in records