Keep data scientists' daily work PDFs linked to records

Data scientists submit daily work records that end up unlinked, causing documentation gaps and audit risk. Link each PDF to its daily record so managers can review consolidated files before audits.

Overview

Unlinked daily work PDFs create audit exposure and extra manual follow-up for data science and operations. This workflow ensures each submitted PDF lands on the correct operations record, delivering an audit-ready file trail and reducing review friction. Customers report faster review cycles and zero missing attachments.

Notable Features

Attach PDFs to matching records
Match records by configured identifier
Send review alerts to managers