For project managers: store signed contracts in client folders
For project managers: store signed contracts in client folders
IT project managers lose signed contracts in shared drives, delaying kickoffs and risking client commitments. This workflow files signed PDFs into the right client project folder for immediate access.
Overview
Signed contracts scattered across shared drives stall project kickoffs and expose PMs to missed commitments. This workflow routes every signed file into the correct client project folder and alerts project managers, eliminating misplaced contracts and ensuring teams can act on finalized agreements quickly.
Notable Features
- Route signed files to client folders
- Create searchable contract records
- Notify PMs and ops on upload