Send attendance sheet for signature and mark sent
Send attendance sheet for signature and mark sent
Your roster rows trigger manual signature sends that create missed authorizations and billing holdups. The workflow sends the signature request and marks the row as sent so coordinators can close files same day.
Overview
When roster rows are added manually, missed signature sends create billing and compliance bottlenecks. This flow sends the signature request immediately and marks the roster so program coordinators can close files the same day.