Create and send program contracts to new participants

You update contract records but still create and email agreements manually, delaying onboarding and creating tracking gaps. The workflow delivers the signed contract and sent link to the record within minutes.

Create and send program contracts to new participants

Overview

If contract rows sit idle, enrollments stall and coordinators waste time manually assembling documents. This flow generates the correct contract template, emails it to the client, and writes the sent link and timestamp back to the record, enabling same-day enrollments and reliable audit trails.

Create and send program contracts to new participants