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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.

Stop lost post-commission PDFs for admin coordinators now

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

Stop lost post-commission PDFs for admin coordinators now