IT: Update participant records when contracts are returned
IT: Update participant records when contracts are returned
IT admins miss enrollment updates when signed contracts arrive by form, causing compliance gaps. It archives contracts to post-sales and updates enrollment status so records stay compliance-ready.
Overview
Manual filing of signed participation contracts creates compliance risk and slows post-sales handoffs. This workflow ensures every signed contract is archived to Post-Sales and participant enrollment status updates automatically, delivering audit-ready records and reducing missed filings.
Notable Features
- Archive signed contracts to Post-Sales
- Update enrollment status on signature
- Notify operations and post-sales teams