Attach signed handbook PDFs to contact records quickly
Attach signed handbook PDFs to contact records quickly
Your handbook signings often arrive without a linked contact, leaving onboarding records incomplete. You get the contact updated with signed PDFs and status so coordinators can act same day.
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Overview
Signed handbooks that don't land on the right contact record create manual work and slow onboarding. This flow attaches the signed PDF, updates the contact status, and creates a searchable note so coordinators see completed onboarding within minutes and can proceed same day.