Generate analysis docs and notify client with links
Generate analysis docs and notify client with links
Your property analysis records missing diagnostics delay client signings. Create PDFs from templates, store them in the project folder, and email clients for same-day review.
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Overview
When analysis records are marked ready, assembling files and emailing clients manually wastes coordinator time and slows closings. This flow generates the analysis and diagnostic PDFs, stores them in the project folder, updates records, and emails the client so reviews and signature steps can happen the same day.