Generate COI PDFs from updated certificate records fast

When certificate records lack a completed COI PDF, client onboarding and invoicing stall. You get populated COI PDFs attached to the record, keeping onboarding and billing on schedule same day.

Overview

Missing COIs slow onboarding and hold up billing — a constant drag on your small consulting firm's cash collection. This flow generates populated COI PDFs as soon as a certificate record changes, giving program coordinators and billing staff ready documents same day.