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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

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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