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Store signed IT loan agreements and update records

Store signed IT loan agreements and update records

Your signed IT loan PDFs in email leave asset records incomplete and stall provisioning. Save each signed PDF to the participant folder and update their record for same-day provisioning.

Store signed IT loan agreements and update records

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Overview

Signed IT loan agreements often sit in inboxes and delay device handoff and compliance. This flow captures completed signatures, stores the PDF in the correct participant folder, and updates the record so coordinators can provision devices same day.

Store signed IT loan agreements and update records