For management consultants: centralize trainee application files into CRM records
For management consultants: centralize trainee application files into CRM records
Systems engineers see trainee application files get lost between forms and CRM, creating onboarding delays and compliance risk. Files move to secure storage and CRM records so HR starts checks fast.
Overview
Missing candidate documents delay project starts and expose consulting firms to compliance risk. This workflow captures every trainee upload into secure storage and creates CRM document records, eliminating unlinked files so HR can complete compliance checks before onboarding.
Notable Features
- Capture form uploads to CRM
- Store files in secure storage
- Create CRM document records