Business owners: keep enrollment spreadsheets updated when consent forms are signed
Business owners: keep enrollment spreadsheets updated when consent forms are signed
Business owners face scheduling chaos when signed consent forms don't update enrollment records. Route signed forms into your participant spreadsheet for accurate enrollments.
Overview
Signed consent forms that don't update enrollment records create scheduling chaos and extra admin for business owners. This workflow ensures every signature updates your participant spreadsheet so operations coordinators maintain accurate enrollments, eliminating manual row edits and preventing scheduling errors.
Notable Features
- Update spreadsheet rows on signature
- Match signer by email address
- Notify operations of record changes