Attach signed contract PDF to the corresponding record
Attach signed contract PDF to the corresponding record
Signed contract PDFs sit in the signing tool while records miss the file link, delaying verification and onboarding. Attach executed PDFs to the matching record so ops and legal can verify same day.
Overview
Signed agreements that aren't linked to records create verification and billing slowdowns. This flow attaches executed PDFs to their records so operations and legal can verify and act within minutes, eliminating manual lookup and speeding onboarding.