Attach signed training contract PDF to student record and drive
Attach signed training contract PDF to student record and drive
Your signed training contracts arrive by email and aren't attached to student records, delaying enrollment and billing. Contracts get linked to profiles and stored in the shared drive within minutes.
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Overview
Signed contracts that sit in inboxes block enrollment and delay invoicing; automating file capture changes that. This flow uploads each signed PDF and links it to the student profile so program coordinators and billing can act within minutes.