Update onboarding record and move client notebook to Complete
Update onboarding record and move client notebook to Complete
You mark onboarding tasks done but verification dates and notebooks go unrecorded, creating manual follow-up. It writes verification dates and archives notebooks so files are ready same day.
Overview
When onboarding tasks are completed, missing verification dates and unarchived notebooks force coordinators into manual follow-ups. This workflow writes the verification date and archives the notebook automatically so coordinators have accurate records and files ready the same day.