Update eSign tracking rows from sent envelopes for cases
Update eSign tracking rows from sent envelopes for cases
Your eSign envelopes arrive unsynced, leaving case files without signer details and delaying intake and billing. Keep tracking rows current so case managers see status and dates same day.
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Overview
Signed document status should never be a manual lookup for your case teams. This flow ensures every sent envelope updates the firm’s tracking ledger so intake and case managers see signer status and completion timestamps same day. That reduces setup delays and keeps billing on track before the next run.