Add signed waiver to client folder and enroll student
Add signed waiver to client folder and enroll student
Your signed waiver PDFs and signer emails sit scattered, delaying learner enrollment and file access. Create records, save PDFs to client folders, and enroll learners automatically same day.
Overview
Signed waivers often live in inboxes and slow down enrollment; this flow captures the PDF, updates client records, and grants course access automatically. The result: program coordinators can onboard participants and grant access the same day without manual file handling.