Create merged unsigned RCF PDF and notify accounts
Create merged unsigned RCF PDF and notify accounts
Your unsigned RCF PDFs pile up when a project hits the ready status, delaying signature routing and billing. It merges the document, stores it in the project folder, and notifies accounts same day.
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Overview
Unsigned RCFs frequently block signature routing and delay billing after a project status flips to ready. This flow produces a merged unsigned RCF, stores it in the project folder, and alerts accounts so documents are ready same day for signing and invoicing.