Upload project attachments into matching shared project folders
Upload project attachments into matching shared project folders
Your project records have attachments left unfiled, making folders incomplete. This copies attachments into the matching shared project folder so your team finds files within minutes.
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Overview
When attachments sit on records instead of in shared folders, IT teams spend time hunting for files and auditors find gaps. This flow pushes those attachments into the matching project folder automatically, so documents are discoverable and ready for handoffs within minutes.