IT: Store signed transfer agreements and update records
IT: Store signed transfer agreements and update records
IT admins handling transfer agreements face misfiled signed PDFs, causing post-sales delays and stalled participant onboarding. Automated routing files PDFs and updates records so post-sales can start.
Overview
Missing signed transfer agreements stalls post-sales and risks compliance. This workflow ensures every signed PDF lands in the correct course and participant folders and updates the participant record automatically, eliminating manual search so post-sales can begin work faster.
Notable Features
- Place signed PDFs in folders
- Update participant records in system
- Notify post-sales of completed agreements