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Create agency validation task and start signature workflow

Create agency validation task and start signature workflow

Your validation tasks miss folders, signed contracts, or an assigned owner, stalling agency onboarding. Onboarding moves forward with a ready folder, signed contract, and subtasks to act on same day.

Create agency validation task and start signature workflow

Overview

When a validation request is flagged, this workflow gives your customer success coordinators a ready folder, contract sent for signature, and assigned subtasks so work starts immediately. That prevents onboarding stalls and gets agencies actionable next steps same day.

Create agency validation task and start signature workflow