Create handover record and upload completed PDF to portal
Create handover record and upload completed PDF to portal
Your retail handover documents sit untracked after completion, delaying follow-ups and leaving field staff without context. It creates a handover row and uploads the PDF so coordinators see the file same day.
Overview
Completed handover sheets often end up siloed, leaving coordinators to chase files across systems. This flow creates a single handover record and attaches the signed PDF so ops staff can find the file and reference same day.