Update deal records when buyer documents are viewed
Update deal records when buyer documents are viewed
Your buyer order documents lack linked transaction context, stalling post-signing handoffs. The workflow updates records, attaches the PDF, and triggers follow-ups so ops can act same day.
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Overview
When buyer documents are viewed or completed but not linked, deal ops spend hours reconciling status and chasing artifacts; this flow keeps transaction records and attachments aligned so fulfillment can proceed. Expect visible status updates and attached PDFs for managers and coordinators to act on the same day.