Attach signed envelope to project item and update status
Attach signed envelope to project item and update status
Signed release PDFs in your e-signature system leave project items without files and stall handovers. Attach the signed PDF to the project item and update status so coordinators act same day.
Overview
Signed release files often live disconnected from project records, creating uncertainty and slowing deliverables; this workflow attaches the signed PDF to the matching project item and marks it signed. That gives coordinators immediate visibility so post-signature tasks start the same day.