Attach signed documents to transaction record and folder
Attach signed documents to transaction record and folder
Your signed DUA and ID scans are not linked to transactions, which stalls invoicing and audit prep. It ties PDFs to the transaction and stores them in a shared folder same day.
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Overview
Signed contracts and ID scans often live disconnected from transaction records, delaying invoicing and audit readiness. This flow ties each signed PDF to its transaction and drops files into a shared folder so billing and compliance can act same day.