Add signed agreement contacts to onboarding resources fast

Your signed 90-day agreements arrive without linked contact records or community access, delaying member activation. Create contacts, invite to the community, and start onboarding same day.

Overview

Signed agreements should trigger more than a saved PDF — they should provision a contact, community access, and an onboarding task automatically. This replaces manual handoffs so onboarding specialists can welcome and equip new members the same day.