Store signed PDFs in onboarding folder and send alerts

Your completed signature PDFs sit buried in email, delaying practice onboarding and provisioning. Signed files are saved and linked to the onboarding folder so coordinators can act same day.

Overview

Signed agreements often sit in inboxes and block onboarding; this flow grabs the completed PDF, stores it in the onboarding library, and sends an alert to the team. That reduces manual searching and lets coordinators finish provisioning the same day.