Update contact records with e-sign status for projects
Update contact records with e-sign status for projects
Your envelope events don't show on contact records, leaving sign status and document names out of project records. It updates contacts with signature status and document details within minutes.
Overview
When signed documents aren't visible on contact records, project managers spend time chasing status instead of moving work forward. This workflow writes envelope status and document details to contacts automatically, so coordinators see signing state and act within minutes.