Mark client transitions as submitted when signed for onboarding
Mark client transitions as submitted when signed for onboarding
Your signed custodian agreements aren't linked to client records, stalling onboarding and compliance checks. It marks the transition as submitted so coordinators have status same day.
Overview
Signed custodian documents should immediately update client records; delays create manual follow-ups and audit gaps. This flow links completed envelopes to the right transition record and marks them submitted, giving onboarding coordinators and compliance same-day visibility for reconciliation.