Send signature package and update project record with certificate
Send signature package and update project record with certificate
Your certificate form submissions are unlinked to project intake records, stalling onboarding and approvals. Update the intake row and send signature invites so coordinators can onboard same day.
Overview
Stop manual intake handoffs and lost certificate files that stall project starts. This workflow links uploaded certification files to the intake record, uploads the PDF to the project folder, issues signing requests, and moves the project card so coordinators can onboard the same day.