Send signature requests to recipients and update CRM logs
Send signature requests to recipients and update CRM logs
You receive ready-to-sign documents without a tracked send, so case handlers can't prioritize follow-up. The automation delivers the e-sign request and creates a CRM sent-record the same day.
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Overview
Manual sending and logging of e-sign requests slows case resolution and creates blind spots for handlers. This flow delivers the signature request and creates a CRM sent-record so signed files and send status are visible for same-day follow-up.