Post follow-up comment to conversation and flag uploads
Post follow-up comment to conversation and flag uploads
Countersignature requests buried in conversation threads leave deal files incomplete. This posts a follow-up comment and flags for upload so documents arrive before the next review cycle.
Overview
When countersignature links are buried in conversation threads, deal files stay incomplete and investment ops teams waste time chasing documents. This flow posts a clear follow-up comment and flags the thread so case owners get requested documents within minutes and before the next review cycle.