Upload assessment PDF reports to configured project folders

Your assessment PDFs arrive without routing, delaying compliance and handoffs for program coordinators. Saved and renamed to the correct project folders, files are accessible to records staff same day.

Overview

Manual routing of assessment PDFs slows audits and burdens records staff with file hunting. This workflow captures assessment events, generates the PDF, and deposits it into the correct project folder automatically, making files available to records and program coordinators same day.