Update survey spreadsheet and store survey PDFs to folders
Update survey spreadsheet and store survey PDFs to folders
Survey PDFs and form entries land unlinked from project records, creating manual filing and lost context. Link submissions to the master row and upload PDFs so project managers retrieve files same day.
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Overview
Stop chasing paperwork across inboxes and folders; ensure every site survey updates your master project record and stores its PDF in the correct building folder. Project managers get consolidated files and updated rows same day, reducing rework and accelerating approvals.