Upload signed SOA and note to client record
Upload signed SOA and note to client record
Your completed SOAs come back signed but aren't filed with client records, delaying billing and advisor follow-up. It uploads the PDF and adds a client note so billing staff can act same day.
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Overview
Signed SOAs that sit unfiled create billing delays and extra manual work; this flow captures completed envelopes and files the PDF into your shared SOA folder while creating a client-facing note. Billing staff and program coordinators get the signed file and note available the same day for immediate processing.