Upload completed signature PDFs to shared client folder
Upload completed signature PDFs to shared client folder
Signed agreements go unfiled when completed envelopes sit unprocessed, delaying onboarding and billing. Files are added to the shared client folder automatically so sales ops can proceed same day.
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Overview
When signed contracts sit unfiled, onboarding stalls and billing waits on paperwork. This flow files completed eSign PDFs into the central client folder and alerts owners so sales ops and account managers can act on signed deals the same day.