Mark client onboarding documentation items as approved in board
Mark client onboarding documentation items as approved in board
Your completed onboarding documents sit unmarked, delaying SMSF setup and compliance handoffs. Approvals appear on the project board so coordinators continue setup same day.
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Overview
When client-submitted onboarding documents aren't reflected on your project board, SMSF setups stall and compliance handoffs pile up. This flow extracts the client and template details, finds the matching item, and marks it approved so coordinators can continue setups the same day.