For web developers: keep coaching case records updated

Web developers see document status drift, causing case records and follow-ups to go out of sync. Status updates attach PDFs and timestamps so operations coordinators see accurate case records.

Overview

Training firms risk stalled client progress when document status drifts and PDFs aren't attached to case files. This workflow guarantees completed documents and timestamps land on the right case record so operations coordinators work from current information. Customers report faster response times and far fewer missed follow-ups.

Notable Features

Update document status and timestamps
Attach completed PDFs to case records
Notify operations coordinators on changes