Project managers: create standardized vendor paperwork folders
Project managers: create standardized vendor paperwork folders
Project managers lose vendor paperwork, risking contracts and stalled invoices. Create vendor folders when a record is added so finance and project managers find contracts and invoices.
Overview
Missing vendor paperwork stalls invoices and increases audit exposure. This workflow creates a consistent vendor folder structure when a vendor record is added, eliminating misplaced contracts and giving finance and project managers immediate access to invoices and insurance. Customers report faster handoffs and fewer document retrieval requests.
Notable Features
- Create standardized folder structure
- Tag folders with vendor details
- Notify finance and project managers