Business owners ensure contract emails reach ops concierge
Business owners ensure contract emails reach ops concierge
Business owners lose contract attachments when e-signature emails sit unprocessed, creating compliance and record-keeping gaps. Route those messages to the ops inbox so attachments are captured.
Overview
Business owners face compliance and operational risk when contract attachments are overlooked. This workflow routes e-signature messages to the operations inbox so the concierge captures attachments and keeps records accurate. Operations teams report faster handling and fewer unfiled contracts.
Notable Features
- Forward e-signature messages to ops
- Flag emails containing contract attachments
- Move or delete empty emails