Update project status and attach signed PDF to board
Update project status and attach signed PDF to board
Your signed delivery documents aren't attached to project records, leaving managers without proof of completion. Files and status flags are added to the project record so teams can act same day.
Overview
Signed delivery documents often sit unlinked from project records, delaying handoffs and obscuring completion. This flow attaches the signed PDF and updates the project status automatically, giving project managers immediate visibility and enabling next steps same day.