Add signed contract to client file channel, find client, find file channel, and create file
Add signed contract to client file channel, find client, find file channel, and create file
Add newly signed contracts to the right file channel in Copilot, ensuring all relevant documents are organized and accessible. This boosts efficiency in client onboarding and document management.
Zap details:
Overview
Add newly signed contracts to the right file channel in Copilot, ensuring all relevant documents are organized and accessible. This boosts efficiency in client onboarding and document management.