Save signed contracts for capital markets sales ops

Sales ops miss signed contracts, creating compliance gaps and audit risk in capital markets. Archive signed PDFs to named client folders so sales ops retrieve final agreements before audits.

Overview

Lost or misfiled agreements create audit exposure for capital markets sales ops. This workflow ensures every signed contract is filed to the right client folder, logged for audits, and surfaced to sales ops so manual downloads and misfiling are eliminated.

Notable Features

Create named client folders
Save signed PDFs with timestamps
Notify sales ops on archive