Attach incoming contract PDFs to deal records
Attach incoming contract PDFs to deal records
Your contract PDFs arriving by email miss being attached to deal records and stall settlement handoffs. The workflow links each contract to its deal so teams can progress same day.
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Overview
Missing contract attachments slow settlement velocity and create audit gaps for operations and account managers. This flow files each contract PDF, names it with the extracted account number, and links it to the correct deal so your team can act the same day and keep compliance-ready records.