Keep operations coordinators updated on initiated e-sign forms
Keep operations coordinators updated on initiated e-sign forms
Operations coordinators miss e-sign forms, creating case tracking gaps. It captures client email and case number in the tracking board and marks forms 'Initiated', so coordinators see progress.
Overview
Operations coordinators risk case tracking gaps when e-sign forms aren't captured, leading to manual handoffs and missed follow-ups. This workflow records client email and case numbers in your tracking board and marks forms 'Initiated', eliminating untracked cases and enabling faster handoffs and clearer audit trails.
Notable Features
- Capture client email automatically
- Populate case number field
- Mark forms as initiated