Principal consultants send SCC form to secure onboarding
Principal consultants send SCC form to secure onboarding
IT principal consultants miss SCC disclosure signatures, creating compliance gaps and onboarding delays. It sends the SCC Disclosure Form to submitters and files signed copies to ops for provisioning.
Overview
Unsigned SCC disclosures create compliance exposure and stall provisioning for client rollouts. This workflow sends disclosure requests at form submission, captures signed PDFs, and files them to the client record so operations can provision without manual holds and compliance gaps are closed.
Notable Features
- Send disclosure on form submission
- Route signed PDFs to operations
- Mark client record as complete