Move new contract files to shared drive and notify team
Move new contract files to shared drive and notify team
Your contract and pricing files are scattered, delaying onboarding and billing. Your ops team can start the same day after files arrive in the shared drive and alerts are sent.
Overview
Scattered customer documents slow onboarding and create billing friction. This flow centralizes files into your shared working drive and alerts operations so teams can begin work the same day, closing intake gaps and reducing manual handoffs.