Update participant record and file signed contract to folder
Update participant record and file signed contract to folder
Unrecorded signed agreements leave your coordinators without contract status. The flow updates the participant record and files the signed contract so teams see complete files same day.
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Overview
Signed agreements often never reach the participant record, delaying invoicing and case work. This flow marks the record and files the signed PDF automatically, so coordinators and billing see complete files same day.