Send student placement PDF to school contact automatically
Send student placement PDF to school contact automatically
Your team must manually email placement PDFs, which creates delays and inconsistent paperwork for schools and host families. It sends the PDF and updates the record so schools receive documents same day.
Overview
Manual placement emails slow down coordination and create missing paperwork for schools and host families. This flow sends the placement PDF and updates the record automatically, so program coordinators and Student Experience Managers can confirm delivery same day.