Match the right job.
Start with the identifier your office already trusts. A complete packet is only useful if it lands with the correct record.
Keep your system.
Give it a better record.
Use JobPacket to collect and review the proof. File the approved packet wherever your business keeps the job.
See the job packet
JobPacketCapture & review
Approved packetPDF or HTML export
Your job recordFile in your existing system
A STRAIGHT ANSWER ON CONNECTIONS
Plan around what’s supported.
Exports and vendor connections are different. Automatic delivery is not enabled today.
HandoffCurrent scopeHow to plan
PDF / HTML exportsAvailable in JobPacket
Download the approved record and file it manually.
MarketSharpManual filing
Download the packet and add it to the correct MarketSharp record.
Other CRMs & project toolsAvailability varies
Check Connections in your company dashboard for available tools and supported actions.
Choose the right copy.
Decide who will use the packet and which approved view belongs in that destination.
Confirm the handoff.
Record where the file was placed. Keep approval separate from successful filing so neither step is assumed.
PUT IT TO WORK
See it in action
Where should your finished packet go?
Include the destination in your job checklist so the handoff can be scoped clearly.