Send e-sign requests for accreditation form entries fast
Send e-sign requests for accreditation form entries fast
Your accreditation form submissions require signatures, and manual emailing delays onboarding for project managers. Automating e-sign requests delivers signed records to compliance the same day.
Overview
Manual signature requests slow investor onboarding and expose teams to compliance gaps. This flow sends e-signature requests automatically from completed accreditation forms so project managers and compliance receive signed records the same day.