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.

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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.