Send signature requests for enrollments and alert reps
Send signature requests for enrollments and alert reps
Your enrollment rows lack signed agreements, so reps chase signatures and programs aren't ready. Creates and sends signature requests, returning completed agreements to ops before the cohort.
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Overview
Enrollment rows often arrive without signed agreements, forcing reps into manual chasing and delaying cohort starts. This flow creates and sends role-based signature requests and delivers completed agreements to ops within minutes, removing manual follow-up before cohort start.