Skip to content

Create handover record and upload completed document now

Your completed handover PDFs live apart from team records, delaying dispatch and field prep. This attaches the PDF to a handover row so coordinators can pull the file and act same day.

Create handover record and upload completed document now

Overview

Handovers often sit in documents disconnected from operations, forcing IT and coordinators to chase files and delaying field work. This flow links each completed PDF to a single table record and pushes the file to your backend so coordinators can access the artifact and act same day.

Create handover record and upload completed document now