Update project record with closing document folder link
Update project record with closing document folder link
Your project closing submissions arrive without attached files or links, causing incomplete closeouts and manual follow-up. Add files and folder links to records automatically within minutes.
Overview
When closing submissions arrive without files, handoffs stall and audits open gaps. This flow captures submitted files, creates a per-project closing folder, uploads attachments, and links them back to the record so coordinators have full context within minutes.