Signed Model Form Archiving
Built for RIA Intake Teams.
Collect signed model selection forms and archive the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.
The manual work this replaces
Staff must monitor completed signature packets, download finalized forms, file them in the right client repository, and update the related task status across systems.
How the automation runs
This process ensures signed model selection forms are securely collected, accurately saved, and properly archived. DocuSign is used to send and verify the form. The finalized document is uploaded to the appropriate client folder in Laserfiche, with metadata entered and document type selected.
What changes after Caddi
Ensures signed forms are saved and archived correctly, reduces manual filing work, and keeps task status current after completion.
Want Signed Model Form Archiving automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.