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Create RA tracking record and post signature alert to team

Create RA tracking record and post signature alert to team

RA submissions often arrive with no tracking record or signature, causing manual follow-ups. Coordinators get a tracking record and the signature for same-day verification.

Create RA tracking record and post signature alert to team

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Overview

Stop manual tracking for representation agreements and give program coordinators immediate visibility into signed forms. The flow creates a tracking record and surfaces the signature image in your team channel so coordinators can verify status the same day.

Create RA tracking record and post signature alert to team