[PRC] LREC-010 | Project report submit => Save it in PlanRadar Documents

1 Overview

Automatically uploads project report files to PlanRadar Documents when submitted.

2 Access & Prerequisites

• Enable PlanRadar connection

• Prepare document folders

• Assign user to projects
  

3 Use the Recipe from the Library

Use: [PRC] LREC-010 | Project report submit ⇒ Save it in PlanRadar Documents

4 Configure the Recipe

• Choose upload location in PlanRadar

• In step 5, fill in the email address to receive notifications in case of errors

• Save and test the setup

• Start recipe
  

5 What Happens Next

The recipe stores reports in PlanRadar Documents automatically.

6 Further Exploration

See Resources for document workflow examples.