Save agreement attachments to project drive for safety team
Save agreement attachments to project drive for safety team
Your project emails often include agreement and training attachments that sit in inboxes, delaying compliance and prep. Save those attachments to a central project drive so records are ready same day.
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Overview
When agreement and training attachments sit in inboxes, compliance checks and preflight prep slow down and create risk. This workflow automatically extracts and archives those attachments so project managers and safety staff can retrieve required documents the same day.