For operations: attach proposal PDFs and archive originals

Operations coordinators misplace proposal PDFs after form submissions, causing audit gaps. Attach and archive the proposal to the engagement record so account managers have a single auditable file.

Overview

Proposals scattered across storage create audit gaps and slow handoffs for operations. This workflow attaches the submitted proposal to the engagement record and archives the original, delivering one auditable file so account managers never have to hunt for agreements.

Notable Features

Attach proposal PDFs to record
Move originals to archive folder
Notify account managers on attachment