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Create recipient tracking records when documents are sent

Create recipient tracking records when documents are sent

You send program documents without a central record, leaving coordinators unsure which families or staff have received or completed them. Enable operations to follow up same day.

Create recipient tracking records when documents are sent

Overview

Untracked sent documents force coordinators to chase recipients and slow program administration. This flow logs each sent recipient with completion status so operations can follow up and close outstanding items the same day.

Create recipient tracking records when documents are sent