Save verification PDFs to client folder on task completion
Save verification PDFs to client folder on task completion
Your checklist completion can leave power of attorney and credit PDFs unfiled. Reviewers get complete records same day; files are saved to the client folder and deal fields updated.
Workflow preview:
Zap details:
Overview
Manual file handling during checklist completion slows reviews and exposes compliance gaps for project managers. This flow files PDFs into the client folder, computes and writes financial fields back to both the checklist and CRM, giving reviewers complete records the same day for faster approvals.