Create PDF from submitted doc and publish link

Your draft documents linked to records aren't published as shareable PDFs, which slows KAM approvals and external review. It creates and shares a short PDF link for same-day review.

Workflow preview:

Zap details:

Overview

Stop waiting for editable drafts to be manually exported — produce a clean PDF, publish a short review link, and push it into your acceptance workflow. KAMs and returns coordinators get a shareable file and notification so approvals happen same day.