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Update onboarding record in table when contract received

Update onboarding record in table when contract received

Your onboarding checklists often miss contract links, stalling billing and handoffs. This updates the onboarding record with status and a contract link so coordinators can bill same day.

Update onboarding record in table when contract received

Overview

When a checklist confirms a contract, your onboarding table should reflect that immediately rather than waiting for manual updates. This ties contract URLs, receipt dates, and status to the right record so coordinators and billing staff can act the same day.

Update onboarding record in table when contract received