Create support ticket and attach protocol PDF for member
Create support ticket and attach protocol PDF for member
You miss sending Week 2 protocol PDFs when tracker rows indicate a send but the file is missing. Members receive materials same day, avoiding manual follow-up and delayed onboarding.
Overview
When your tracker flags a protocol to send, support should not search for files manually. This flow creates the help-desk ticket, attaches the correct PDF, and updates the tracker so members reliably get materials same day.