For project managers: keep deal records linked to envelopes
For project managers: keep deal records linked to envelopes
Project managers lose audit visibility when envelope IDs aren't linked to deals. It writes the envelope ID to the deal record so ops and finance keep an auditable onboarding status.
Overview
Missed envelope links create audit gaps during investment onboarding. This workflow ensures every application stores the generated envelope ID on its deal record, giving operations and finance an auditable trail and clear onboarding status.
Notable Features
- Write envelope ID to deal
- Notify operations and finance
- Maintain auditable onboarding status