Add signed contacts to retrieval campaign for same-day collection
Add signed contacts to retrieval campaign for same-day collection
When contacts are marked for document retrieval after calls, agreements can remain uncollected. Add those contacts to a retrieval campaign so coordinators collect signatures same day.
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Overview
If contacts who signed documents aren't routed, coordinators lack an actionable follow-up list and collections slip. This flow moves flagged contacts straight into a retrieval campaign so operations can collect signatures and close paperwork same day.