Update project record and upload export file to archive
Update project record and upload export file to archive
Your export spreadsheets arrive unlinked, leaving project records without file references. It renames and archives the export, and updates the project record so coordinators see the file same day.
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Overview
Unlinked export spreadsheets fracture handoffs and force coordinators to hunt for files. This flow renames, archives, and links each export to its project record so coordinators have the file and correct status the same day.