Keep operations moving by forwarding contracts to review

Operations coordinators let contract records and files sit in a pending queue, creating compliance gaps. This workflow forwards contracts and uploads to the review queue so reviews start promptly.

Overview

Manual handoffs leave contract files stranded in pending queues, creating review delays and compliance risk. This workflow routes every contract and its uploads into the contract-review process and alerts reviewers so complete cases arrive and manual handoffs disappear.

Notable Features

Forward contract records and files
Attach original uploads to review cases
Notify operations and compliance reviewers