Attach completed e-signature PDF to contact record in CRM
Attach completed e-signature PDF to contact record in CRM
Your signed client agreements sit unfiled, delaying onboarding and compliance reviews. Attach completed PDFs to the client record so advisors and compliance see filings same day.
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Overview
Signed engagement files often live in inboxes and slow onboarding while increasing audit risk. This flow files each completed signature package directly to the client record so advisors and compliance can act on agreements the same day.