Attach signed documents and notes to lead records
Attach signed documents and notes to lead records
When envelopes are completed in your e-sign system, your sales records lack signing details and attachments for handoff and audit. It appends a dated note and PDF on the lead within minutes.
Overview
Signed envelopes should generate action, not admin work. This flow attaches the signed file and a dated note to the matching lead so reps and managers get full signing context, enabling same‑day follow‑up and cleaner audit trails.