Keep contract records current with signed files attached

Operations coordinators miss signed agreements when confirmations don't update trackers, delaying fulfillment. Records are updated with signed status and file links so ops and legal begin processing.

Overview

Signed contracts sitting in inboxes create fulfillment bottlenecks and compliance risk for operations. This workflow ensures agreement records are updated and signed files attached, giving ops and legal immediate visibility and eliminating manual handoffs so fulfillment starts faster.

Notable Features

Mark agreements as signed
Attach signed document links
Notify ops and legal staff