Attach signed PDF to verification record on signing
Attach signed PDF to verification record on signing
Your signed agreements lack a verifiable link, forcing compliance to search for PDFs and delaying onboarding. Attach each signed PDF to its verification record so teams can complete checks same day.
Overview
When signed agreements arrive without an attached file, compliance and onboarding work grinds to a halt while staff hunt for PDFs. This flow pins the executed PDF to the matching verification record so teams can complete checks and start onboarding the same day.