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Send approved distribution notice to participant and log

Your approved distribution rows in the distribution tracker often leave participants uninformed and force manual follow-ups. This notifies participants and logs the outbound message so they know status same day.

Send approved distribution notice to participant and log

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Overview

When trustee approvals are recorded in your tracker, participants need immediate confirmation or support teams duplicate outreach. This flow sends personalized approval notices and logs the outbound message, so participants are informed same day and ops avoid manual sends.

Send approved distribution notice to participant and log