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Create license PDFs and attach to client record

Create license PDFs and attach to client record

Your intake records often arrive without completed board forms, delaying submissions and manual review. Attach completed CBC and fingerprint PDFs to CRM records so filings are ready the same day.

Create license PDFs and attach to client record

Overview

Intake data missing completed board forms creates rework and submission delays for your licensing process. With this flow, state-specific CBC and fingerprint PDFs are produced and attached to the client's CRM record automatically, making filings ready the same day for submission and client delivery.

Create license PDFs and attach to client record