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Update account BAA signed date from completed document

Update account BAA signed date from completed document

Your signed BAA documents don't update CRM, leaving accounts without a compliance timestamp and blocking billing. The workflow writes the signed date to the account so billing can proceed same day.

Update account BAA signed date from completed document

Overview

Signed BAAs should drive CRM compliance fields automatically so billing and account teams can act without manual lookups. This ties signature events to account records and ensures billing and onboarding can proceed the same day.

Update account BAA signed date from completed document