Attach signed agreement PDF and update dealer status
Attach signed agreement PDF and update dealer status
Signed dealer agreements left unlinked create incomplete enrollment records and delay activation. This links the signed PDF to the agreement and updates application status same day.
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Overview
When signed dealer agreements don't land in your records, enrollments stall and reps can't activate accounts. This flow attaches the signed PDF to the agreement and moves the application to the next enrollment stage automatically, so dealer management can process enrollments the same day.