Attach signed PDF and update onboarding pipeline record
Attach signed PDF and update onboarding pipeline record
Your signed agreements sit in the e-sign system, not the onboarding row, so coordinators can't confirm paperwork. The workflow links the PDF to the pipeline row for same-day processing.
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Overview
Signed agreements often stay buried in the e-sign system, stopping coordinators from completing intake and blocking downstream steps. This workflow pulls the completed PDF into shared storage and links it to the onboarding row so coordinators can act the same day and avoid processing delays.