Create triage ticket and archive submitted contract PDFs

Your contract form submissions arrive untracked, leaving legal unsure which contracts need review or storage. The flow creates a review ticket, archives a PDF copy, and notifies stakeholders same day.

Create triage ticket and archive submitted contract PDFs

Overview

As Legal Manager you need a reliable intake and audit trail for contract submissions to avoid missed reviews and storage gaps. This flow turns every contract form into a tracked review ticket, archives the PDF, and records a hyperlink so your team can triage and act the same day.

Create triage ticket and archive submitted contract PDFs