Update CRM ticket with e-sign status and file link

Your credit memo sheet shows mismatched e-sign statuses, delaying billing actions. It pushes updated ticket status and links so billing can reconcile same day.

Overview

Manual handoffs between your processing sheet and CRM leave credit-memo signatures out of ticket context and slow billing closes. This flow consolidates e-signature state and document links into the ticket record so billing staff can act and complete reconciliations the same day.