For business owners: prevent printed-document gaps

Business owners miss printed docs when deals hit Sent to Printer, leaving records unattached. Create a scan task for ops coordinators to attach printed files, preventing record gaps.

Overview

Missing scanned printed documents creates record gaps and fulfillment friction for operations. This workflow creates a consistent scan task the moment a deal hits Sent to Printer and assigns it to operations coordinators, ensuring printed files get attached. The result is cleaner deal records, fewer manual follow-ups, and smoother handoffs.

Notable Features

Create standardized scan tasks
Assign tasks to operations coordinators
Add scanned documents to deal record