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Categories Tasks & Workflow
Created by Miriam Sackie-Mensah
Created on Apr 18, 2023

Link Task Latest Action to Document e-Signature

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

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  • Guest
    Nov 6, 2024

    Another one that would be really welcomed