Add completed task sharing link to participant records

Your onboarding tasks sometimes complete without the folder link, delaying attendee access. Links are added to participant records and contact profiles so coordinators can grant access same day.

Overview

When onboarding tasks finish without the folder link, coordinators waste time locating access and emailing attendees. This workflow pushes folder links into participant records and contact profiles automatically, so your team can grant access and complete onboarding the same day.