Add completed document signers to community and lists
Add completed document signers to community and lists
Your signed agreement recipients miss timely community access and onboarding context when provisioning is manual. They get enrolled and welcomed automatically so coordinators finish setup the same day.
Overview
Manual provisioning after signed agreements creates friction and delays welcome sequences. Automate invitations, space assignments, and email enrollment so new customers are fully onboarded and seeing welcome content the same day, freeing coordinators to handle exceptions.