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Attach completed document to employer folder and update

Attach completed document to employer folder and update

Your completed e-sign documents aren't routed to the right employer folder, leaving records incomplete. They get uploaded and linked so coordinators can find them same day.

Attach completed document to employer folder and update

Overview

When completed e-sign documents miss proper filing, coordinators waste time locating files and operations lose momentum. This flow automatically files completed PDFs into employer folders and updates the record, so your ops team can find documents same day.

Attach completed document to employer folder and update