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Update audit lead record when agreement is signed

Update audit lead record when agreement is signed

Your signed agreements sit in the signing tool and aren't attached to audit lead records, causing manual status updates. Records and PDFs are updated automatically so your coordinators can act same day.

Update audit lead record when agreement is signed

Overview

When a client signs, operations shouldn't be hunting for PDFs or updating statuses manually. This flow attaches the signed file and updates the audit lead record so coordinators have the document and correct status the same day.

Update audit lead record when agreement is signed