Send client signature requests and update sheet status
Send client signature requests and update sheet status
Unsigned retirement contract rows stall onboarding and keep advisors waiting. The workflow sends signature invites and updates the sheet so signatures are requested same day.
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Overview
If your team is still assembling PDFs and emailing them, signature turnaround and onboarding drag. This flow bundles required files, issues role-based signing invites, and writes tracking back to the sheet so advisors and coordinators collect signatures same day.