Notify stakeholders when contracts are sent to consultants

When contract PDFs are sent, your coordinators and consultants miss delivery notices and download links, which stalls onboarding. Get delivery confirmations and file links same day.

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Overview

Unconfirmed contract deliveries create onboarding gaps and extra manual follow-up. This flow locates the contract record, resolves the consultant contact, and sends delivery emails with the PDF link so coordinators and consultants have access within minutes.