Store, rename and link NDA attachments to tracker
Store, rename and link NDA attachments to tracker
Your NDA email attachments sit in inboxes and get misfiled, delaying onboarding and legal review. Files are saved to a shared drive and linked to your NDA tracker so operations can find them same day.
Overview
Stop NDAs from getting lost in busy inboxes and stalling project starts. This flow captures attachments, standardizes filenames, and links each file to your NDA tracker so operations and PMs can locate agreements same day.