Create follow-up task from signed SOA PDFs for team
Create follow-up task from signed SOA PDFs for team
Your signed Scope of Appointment PDFs sometimes aren't attached to client records, leaving review blocked. Automated follow-up attaches the PDF to the client profile and creates a review task same day.
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Overview
Signed SOAs that never make it into the AMS create manual work and slow client onboarding. This workflow converts each completed SOA into a CRM activity with the signed PDF attached and alerts your follow-up team, ensuring files are processed same day.