Business owners keep signed agreements filed and accessible

Business owners miss filed signed contracts, creating compliance gaps and delaying onboarding. Auto-filed PDFs go to the correct cloud folder so ops can access verified agreements quickly.

Business owners keep signed agreements filed and accessible

Overview

Missing signed paperwork creates compliance risk and stalls onboarding handoffs for business owners. This workflow ensures every verified agreement lands in the right cloud folder, updates an audit log, and notifies ops and programme managers so onboarding can start without manual hunting. Customers report fewer manual searches and much cleaner audit trails.

Notable Features

  • Route signed PDFs to folders
  • Create candidate and company folders
  • Notify ops and programme managers

Business owners keep signed agreements filed and accessible