Generate merged PDF and save to shared drive
Generate merged PDF and save to shared drive
Your submission records miss completed PDFs, causing billing holds and slower client approvals. Completed PDFs are merged and saved to each record so paperwork is available same day.
Workflow preview:
Zap details:
Overview
When submission paperwork isn’t attached, billing and client review stall and operations spend time chasing files. This flow generates completed PDFs and stores them with each spreadsheet record, so program coordinators and billing can access paperwork the same day.