Send enrollment contracts, update status, and timestamp rows

Your enrollment sheet often needs contracts sent; delays hold onboarding and payments. It sends signature requests and updates your tracker so records stay accurate ahead of deadlines.

Send enrollment contracts, update status, and timestamp rows

Overview

Manual contract sends drain coordinator time and create tracking gaps that delay enrollment and payments. This flow delivers the correct signature request and updates your master sheet automatically, so program managers can confirm sends within minutes and move families through onboarding ahead of deadlines.

Send enrollment contracts, update status, and timestamp rows