Upload record attachments and link back to record

Your document records get attachments that live in inboxes or local folders, causing missing paperwork and slow handoffs. Files are linked back to the record so staff can find them same day.

Overview

When document rows arrive without a central file, operations spend time chasing attachments and audits stall. This flow stores each attachment in the team drive and writes the file link back to the record so coordinators can locate files same day and keep processing on schedule.