Keep project managers' agreement files accessible on external drives
Keep project managers' agreement files accessible on external drives
Project managers lose agreement files when webhooks land only in internal drives, causing stalled handoffs. It copies agreements to an external drive and updates project records so managers access assets.
Overview
Operations risk stalled handoffs when agreement files sit behind internal drives and require manual copying. This flow moves agreements to an external shared drive and updates project records, eliminating manual transfers and ensuring project managers can reach hosted assets. Customers report faster handoffs and far fewer manual copy errors.
Notable Features
- Copy agreement files to external drive
- Update project record with link
- Notify operations staff and project managers