Give project managers named project forms from email
Give project managers named project forms from email
Project managers miss named project forms from emails, causing misfiled records and delayed handoffs. It saves a correctly named form into the project folder so managers start tracking right away.
Overview
Project managers lose time and risk misfiled records when project emails don't produce correctly named documents. This workflow creates, names, and stores the right form from matching emails and notifies the manager, eliminating manual creation and preventing misfiling so handoffs happen smoothly.
Notable Features
- Create named form from email
- Place file in project folder
- Notify manager of new file