Merge incident PDFs and link to report record
Merge incident PDFs and link to report record
You have incident report rows with separate PDF attachments, which creates scattered records and slows review. The workflow merges PDFs and updates the record with a single link for same-day review.
Workflow preview:
Zap details:
Overview
Incident rows with separate PDFs slow reviews and create fragmented records for coordinators. This flow consolidates those files into one merged PDF and writes the link back to the record so program coordinators can complete review the same day.