Keep paperwork attached to the correct records instantly

Operations coordinators lose published paperwork links, causing manual lookups and misplaced documents. Linked files attach to the matching paperwork record so staff access them immediately.

Overview

Missing paperwork links create admin bottlenecks and expose operations coordinators to delayed approvals and misplaced documents. This workflow auto-links published files to the matching paperwork record, eliminating manual matching so staff get immediate access — driving faster handoffs and zero missed attachments.

Notable Features

Attach new files to records
Parse file names for identifiers
Notify staff when attachments added