Save completed petition PDFs into shared drive folders
Save completed petition PDFs into shared drive folders
Your completed petition PDFs often sit unfiled, delaying intake and making records hard for program coordinators to find. Files are renamed and filed automatically so coordinators can access them same day.
Overview
Unfiled signed petitions slow intake and frustrate coordinators; this flow renames and files PDFs into your shared drive automatically so documents are discoverable the same day. It turns ad hoc files into predictable, searchable records and frees operations staff from manual filing.