Keep submission file links in your operations spreadsheet updated
Keep submission file links in your operations spreadsheet updated
Operations coordinators lose attachments when submission files sit buried, stalling reviews. This workflow writes new folder links to the matching spreadsheet row so staff find submissions quickly.
Overview
Operations coordinators risk stalled reviews and missed attachments when submission files aren’t linked to records. This workflow ties new folder files directly to the correct spreadsheet row, removing manual search and ensuring staff access submission documents quickly. The result is faster handoffs and far fewer missing attachments.
Notable Features
- Attach folder links to rows
- Find spreadsheet row by submission ID
- Notify operations staff when linked