Send enrollment contracts to purchasers for faster onboarding

Enrollment coordinators miss signed contracts after purchase, delaying onboarding and stalling program starts. Auto-sent e-sign requests ensure coordinators get agreements so onboarding begins.

Overview

Missed signed agreements create manual work and delay participant onboarding for enrollment coordinators. This workflow delivers contracts immediately after purchase, eliminates manual follow-up, and ensures coordinators receive signatures so onboarding proceeds without hold-ups.

Notable Features

Send e-sign requests to purchasers
Notify enrollment coordinators when signed
Create participant record after signature