Keep applicant signed status up to date for IT
Keep applicant signed status up to date for IT
IT admins see signed documents miss applicant records, causing admissions coordinators to process incomplete files. Records flip to 'Signed' so coordinators start review with accurate agreement status within minutes.
Overview
Admissions coordinators lose time chasing missing signed agreements, which stalls application processing. This workflow ensures every signed envelope updates the applicant record to 'Signed', eliminating manual updates and preventing lost agreements. IT can deploy it quickly so admissions begin review with accurate agreement status and fewer follow-ups.
Notable Features
- Mark applicant records as Signed
- Filter envelopes by title
- Notify admissions on updates