Create tree certificate documents and log them centrally

Your certificate submissions arrive without a PDF or central log, causing manual delays. It creates a certificate PDF, logs it, and updates the lead same day.

Create tree certificate documents and log them centrally

Overview

Form submissions should become ready-to-share certificates, not manual work items for your coordinators. This workflow converts each submission into a localized PDF, logs the record, and updates the lead so certificates are available same day.

Create tree certificate documents and log them centrally