Move agreement and application records on accept or decline
Move agreement and application records on accept or decline
Your agreement and application records sit in incorrect folders after a response, delaying onboarding and handoffs. The workflow moves records by accept/decline so coordinators can act same day.
Overview
Manual foldering of agreements and applications stalls onboarding and re-review. This flow ensures records are routed into the right folders immediately, so program coordinators see updated status and complete next steps same day.