Create trip report records, copy files, and email PDFs
Create trip report records, copy files, and email PDFs
Your trip emails lack structured trip-records, causing manual filing and delayed approvals. Attach the PDF to a new record so coordinators can review same day.
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Overview
Trip reports often arrive by email and sit unfiled, slowing approvals and billing. This workflow creates a single recorded trip entry, produces the report PDF, and emails stakeholders so coordinators can act the same day.