Create mentorship companion documents and attach to enrollment
Create mentorship companion documents and attach to enrollment
Your enrollments lack a shared mentorship companion when mentors are assigned, delaying consistent onboarding. It creates and links a tailored companion document so mentors and coordinators can start onboarding the same day.
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Overview
When a mentor is assigned to an enrollment, this flow produces the exact companion document the mentor needs and writes its link back to the enrollment record. That removes manual file creation and ensures mentors and program coordinators can start onboarding the same day.