Create handover row and upload PDF on completion

Your completed handover documents lack linked records, leaving coordinators without attachments or context. It creates the handover row and posts the PDF so teams have the file and record same day.

Overview

When handover documents complete, they should appear in your records with the PDF attached; missing links cost coordinators time and delay field handoffs. This flow creates the table row and delivers the PDF so operations have the file and record within minutes.