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.
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.