Update contract status in tracking list on completion

Your contract records in the tracking list lag when e-signatures complete, leaving signed dates and signer info missing. Updated entries let coordinators begin deposits and onboarding same day.

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Overview

When signed envelopes aren't reflected in your tracker, deposit processing and client onboarding stall. This workflow writes completed signature details into your contract list so coordinators see signed status and dates within minutes, enabling same-day deposits and faster intake.