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Create report document and email it to stakeholders

Create report document and email it to stakeholders

Your form-submitted visit reports need manual doc creation and emailing, slowing approvals and filing. It creates the report and emails a PDF to coordinators for same-day filing.

Create report document and email it to stakeholders

Overview

When field reports arrive as form responses, coordinators shouldn't waste time creating documents and emailing them manually. This flow generates the report, saves a copy, and emails a PDF to the right recipients automatically, enabling same-day review and reliable filing.

Create report document and email it to stakeholders