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Add contracting form submissions to tracker and files

Add contracting form submissions to tracker and files

Your contracting form submissions and attachments arrive unorganized, delaying agent onboarding and compliance review. They are added to a tracker and file folder for rapid review within minutes.

Add contracting form submissions to tracker and files

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Overview

Stop letting agent paperwork pile up in email and ad-hoc folders. This flow captures contracting submissions, writes them to your contract tracker, and stores PDFs in a shared folder so contracting coordinators and compliance can act the same day. It reduces manual handoffs and speeds onboarding throughput.

Add contracting form submissions to tracker and files