Send initial posting package to signer and owner
Send initial posting package to signer and owner
Your account posting flags leave document prep and signer outreach stalled, so owners lack context to act. Documents are sent and owners alerted so posting moves forward same day.
Overview
When posting flags change without a clear handoff, onboarding stalls and owners scramble. This flow pushes normalized account data to your document service and alerts the assigned owner so signer packets go out and owners have context the same day.