Send contractor license, upload copy and notify company
Send contractor license, upload copy and notify company
Your contractor license files sit unshared on records, delaying permit closure and billing. Send the file to the contractor and archive a copy so records are compliant and paperwork available same day.
Overview
If license files sit on records without being sent, permit closure and billing get delayed. This workflow delivers the file to the contractor, archives a copy to the shared folder, and clears the send flag so clerks have compliant paperwork same day.