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Create e-sign completion records and notify team for policies

Create e-sign completion records and notify team for policies

Your signed policy and agreement PDFs sit untracked, delaying client onboarding and first billing. Record and announce each completed document so fulfillment and billing act the same day.

Create e-sign completion records and notify team for policies

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Overview

Signed policies shouldn't sit in an inbox while onboarding and billing wait. This flow captures each completed e-sign, logs it to your records, and notifies the team so fulfillment and billing can move forward the same day.

Create e-sign completion records and notify team for policies