Keep case managers focused: attach signed consents correctly
Keep case managers focused: attach signed consents correctly
Case managers lose signed consents when PDFs sit unorganized, risking misplaced files and stalled cases. This flow splits signed PDFs, files each form to the right task and updates your tracker so records are complete.
Overview
Misfiled consents create compliance risk and stalled cases for case managers. This workflow splits signed PDFs, files each form to the correct task and tracker, eliminating manual handoffs so case managers always have complete, audit-ready records.
Notable Features
- Split signed PDFs into sections
- Attach each form to task
- Update tracker rows and status