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.
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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.