Keep link-step document statuses current for business owners and ops

Business owners overseeing link-step documents get status mismatches after form edits, causing manual fixes. Automated updates set correct status on edits, ensuring accurate records.

Overview

Document status drift forces business owners into manual fixes and creates handoff risk. This workflow updates link-step document status on every submission or edit, eliminating mismatches and keeping operational records accurate. Users report faster handoffs and fewer status errors.

Notable Features

Update document status on edits
Verify link-step record before change
Notify ops when conflicts detected