Save split document pages to project folder and update deal
Save split document pages to project folder and update deal
Your sent PDFs aren't split or filed, delaying billing and field crews from receiving manifests and labels. Teams can act same day because files are saved to the job folder and the deal is updated.
Overview
If sent documents sit unsplit and unfiled, billing and site teams waste time chasing PDFs. This flow extracts pages, files them into the job folder, updates the deal, and posts to the team so operations and field crews can act same day.