Send contract and annex PDF to new training registrant

You receive training signups without signed terms, leaving billing and scheduling blocked. It sends the terms and annex to registrants so coordinators get confirmations before the start date.

Overview

Reduce manual contract sending and eliminate follow-up lag by emailing terms and the correct annex immediately after a signup. Program coordinators and contracts staff receive confirmations the same day, so onboarding can begin ahead of the scheduled start.