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Attach signed contract PDF and update master record

Your completed contract PDFs arrive unlinked to the master, leaving coordinators without signing context for billing. You get a single updated contract record, ready for billing same day.

Attach signed contract PDF and update master record

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Overview

Contract PDFs sitting unlinked slow down billing and stall onboarding for contracting coordinators. This flow files signed PDFs, extracts the contract ID, and updates your master sheet so billing and onboarding teams have one authoritative record same day.

Attach signed contract PDF and update master record