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Create report card and save attachment to folder

Create report card and save attachment to folder

Your daily report form submissions with attached PDFs often sit untracked and buried in inboxes, delaying campaign review. This creates a task and archives the file for reviewers to act on the same day.

Create report card and save attachment to folder

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Overview

Stop daily report PDFs getting lost in inboxes and delaying campaign decisions. Turn each form submission into a tracked review task and an archived file so campaign managers can review and act on reports the same day.

Create report card and save attachment to folder