Stop lost post-commission PDFs for admin coordinators now
Stop lost post-commission PDFs for admin coordinators now
Administrative coordinators miss merged case files, causing delayed commission review. Attach a consolidated PDF to the record so coordinators begin review with a complete dossier.
Overview
Missing or scattered case files slow commission review and increase manual follow-ups for administrative coordinators. This workflow assembles and attaches a consolidated PDF to the record whenever post-commission status changes, ensuring coordinators start review with a complete dossier and eliminating manual file hunting.
Notable Features
- Create merged PDF on status change
- Attach dossier directly to item record
- Notify administrative coordinators for review