Attach signed CDL files and mark document record signed
Attach signed CDL files and mark document record signed
You receive completed CDL signatures outside the CRM, leaving document records without the signed file or status. Files and statuses are attached and updated for same day processing.
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Overview
Signed CDL documents that land outside your CRM slow claims and tie up staff time. This flow automatically attaches the signed PDF and marks the record signed, so operations and billing see complete files the same day.