Upload completed reference PDFs into the correct shared folder
Upload completed reference PDFs into the correct shared folder
Completed reference PDFs often land unfiled, disconnecting from employee records and stalling background checks. It files the PDF to the right folder and pings coordinators for same-day QA.
Overview
Completed reference forms often sit in personal or CRM-linked folders and delay onboarding and background checks. This flow centralizes each signed PDF into the correct shared folder and alerts program coordinators so QA and follow-up happen the same day.