Store signed engagement letters in client folders instantly
Store signed engagement letters in client folders instantly
When engagement letters and questionnaires arrive scattered, your team can't find final PDFs for billing. You get signed files routed into client folders automatically, so records are ready same day.
Workflow preview:
Zap details:
Overview
Signed engagement packets often end up in inboxes or require manual uploads, which delays billing and onboarding. This flow ensures signed documents are placed into structured client folders and invokes a tracking sub-workflow so records are ready the same day.