Keep IT and ops informed on completed contact documents

IT admins miss completed doc updates, leaving client teams without agreement context. This logs outcomes and answers to the contact record so ops and client teams see current agreement status.

Overview

Agreement status can drift when completed documents aren't recorded, leaving client-facing teams scrambling. This workflow ensures IT writes outcomes and respondent answers to contact records so ops and client teams have current agreement status and fewer missed follow-ups.

Notable Features

Log document outcomes to contacts
Append respondent answers as notes
Flag contacts for follow-up