Store completed enrollment PDFs with signer names in folder
Store completed enrollment PDFs with signer names in folder
Your completed enrollment envelopes from e-signature sit unfiled and delay onboarding workflows. Files are stored with signer names and placed into the central enrollment folder for same day access.
Overview
Signed enrollment packets frequently pile up and require manual downloads, slowing program coordinators and delaying family confirmations. This flow auto-saves and names completed PDFs into your enrollment folder so staff can confirm agreements and onboard families the same day.