Attach signed consents to case tasks and update status
Attach signed consents to case tasks and update status
Signed consents landing in your signature inbox leave tasks missing paperwork and stall enrollments. This delivers split PDFs to the task so case managers can act within minutes.
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Overview
Signed consent PDFs often never reach the right task record, causing manual work and enrollment delays. This flow splits completed documents, stores and attaches each file to the matched task, and updates your tracking sheet so case managers can act within minutes.