Attach signed waivers and update volunteer records automatically
Attach signed waivers and update volunteer records automatically
Your waiver form submissions lack attached PDFs and signed dates, leaving volunteer records incomplete. It saves the signed PDF, records the date, and updates hours so coordinators can roster same day.
Overview
When waivers arrive disconnected from contact records, coordinators waste time matching PDFs and updating hour statuses. This workflow attaches the signed waiver, records the signed date, and marks volunteer hours so coordinators can roster volunteers the same day and keep compliance visible.