Send signature request and update client case card
Send signature request and update client case card
Tax authorization responses arrive unsigned, leaving cases stalled and admins chasing signatures. Send signature requests with attachments and update case cards automatically same day.
Overview
Unsigned authorization forms block processing and force admins to chase clients. This flow sends a templated signature request with the uploaded file, creates a share link, logs the submission, and updates the case card so coordinators can process files same day.