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Automate Submittal Creation Using File Packages

Automate Submittal Creation Using File Packages

Problem

Many organizations manage documents through File Packages before initiating approval workflows. Users currently have to manually create Submittals after maintaining the package.

Suggested Enhancement

Provide automation rules or triggers that create or update Submittals whenever designated File Packages are completed or updated.

Business Value

  • Eliminates repetitive manual tasks.
  • Improves workflow consistency.
  • Reduces human error.
  • Strengthens integration between Files and Submittals.

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