Attach signed documents to case records and update ledger
Attach signed documents to case records and update ledger
Your signed packets land in inboxes without a case link, delaying triage and billing. Signed PDFs are added to the case record and operations ledger so coordinators start triage same day.
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Overview
Signed packets frequently sit in inboxes and block triage, billing, and case setup. This flow automatically attaches signed PDFs to the case record and updates your operations ledger so intake coordinators can begin triage the same day and billing-ready files are available before the next run.