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Update doc status on campaign project records for managers

Your proposals and templates lack synced status in project records, causing outreach delays. Keep records accurate so campaign managers can act on sent or signed documents same day.

Update doc status on campaign project records for managers

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Overview

When document statuses aren't reflected in project records, campaign timelines slip and outreach is mistargeted. This flow keeps status fields accurate so campaign managers and ops can act on sent or signed documents within minutes, avoiding launch delays.

Update doc status on campaign project records for managers