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Send completed enrollment packets to participants and partners

Send completed enrollment packets to participants and partners

Participant documents aren't sent after phase changes, creating manual work and attachment gaps. It emails packets to participants and funders so onboarding completes before start.

Send completed enrollment packets to participants and partners

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Overview

When a contact flips to the completed documents phase, program coordinators can stop manual email assembly and missed attachments. This flow delivers participant packets and notifies funding partners within minutes, ensuring onboarding completes before the program start.

Send completed enrollment packets to participants and partners