Move unsigned docs through reminder steps for follow-up
Move unsigned docs through reminder steps for follow-up
Unsigned agreements sit idle, leaving coordinators without follow-up cadence. This advances records through staged reminders so coordinators can prompt applicants and close signatures before deadlines.
Overview
Unsigned agreements often sit in a single folder and force coordinators into manual chasing. This flow advances records through staged reminder steps and escalates to expiration so your program coordinators can prompt applicants and close signatures reliably before deadlines.