Attach signed carrier contracts and save to records
Attach signed carrier contracts and save to records
Your signed carrier contracts sit in inboxes instead of attached to carrier records, causing dispatch and billing delays. They are saved to the shared contracts folder and linked to the carrier record.
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Overview
Signed carrier contracts often sit in inboxes, delaying dispatch and billing. This flow files the signed PDF to the shared contracts folder and attaches the link to the carrier record so dispatch and legal have same-day access to finalized agreements.