For financial services IT: Never miss signature-ready forms
For financial services IT: Never miss signature-ready forms
Director of data systems sees 'Sent for Signature' forms get missed, creating onboarding delays and compliance risk. Ensuring underwriting retrieves forms and onboarding progresses without delay.
Overview
Missed signature-ready documents stall onboarding and create compliance exposure for financial services. This workflow routes every 'Sent for Signature' event to designated ops and underwriting with a direct download link, eliminating overlooked forms so onboarding progresses without delay and response times drop dramatically.
Notable Features
- Send email with direct download link
- Alert designated ops and underwriting
- Attach registration reference to message