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Create and send participation agreement to new purchasers

Create and send participation agreement to new purchasers

Your paid orders needing signed agreements stall account setup when signature invites aren't sent immediately. Collect signed participation agreements so coordinators can provision access same day.

Create and send participation agreement to new purchasers

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Overview

Manual signature collection after purchase creates delays and fragmented handoffs for onboarding teams. This flow issues the participation agreement immediately after payment so coordinators receive completed documents and can provision accounts same day.

Create and send participation agreement to new purchasers