Move closing-day entries to post-closing tracker on send
Move closing-day entries to post-closing tracker on send
Rows flagged ready in your closing sheet can sit unprocessed and delay post-closing tasks. It archives the row to the post-closing tracker so coordinators can start follow-up same day.
Overview
Sent closing books often leave rows stranded in the tracker and create extra manual work for coordinators. This flow moves and archives each completed file into your post-closing tracker so coordinators can begin follow-up the same day.