Update tracking sheet when docs step completes in system
Update tracking sheet when docs step completes in system
New-account paperwork in your client system often goes unrecorded, leaving onboarding and compliance without status. Recording completions in your tracking sheet gives operations same-day visibility.
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Overview
Onboarding and compliance struggle when paperwork completions aren’t tracked, creating manual checks and audit friction. This flow writes completed paperwork steps into your shared tracking sheet and gives operations same-day visibility so coordinators can close files and reduce follow-up.