Send assembled contract package for client e-signature now

Your contract rows marked for signature lead to scattered PDFs and manual uploads that slow onboarding. It bundles reports and sends signing invites so documents return before compliance review.

Overview

Stop stitching PDFs and chasing signatures manually; this flow bundles required reports, forms a signable group, and invites adviser then client so signed contracts arrive before compliance review. It turns a manual upload task into a same-day signing process, freeing you and your advisers to onboard clients faster.