Create maintenance report draft from new site document
Create maintenance report draft from new site document
Your site inspection PDFs from the field often sit unshared, delaying client reviews and approvals. This links each PDF to shared storage and builds a client email draft for same-day review.
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Overview
Field-uploaded inspection PDFs routinely sit in personal accounts and delay client communication. This flow converts each upload into a shared, renamed file and a client-ready draft so coordinators can review and send updates the same day.