Training business owners keep signed agreements in folders

Business owners in training misplace signed participant agreements, creating compliance gaps. Files signed agreements into the correct participant and session folders so admins have access.

Overview

Missed or misplaced participant agreements create compliance gaps and slow course administration for training businesses. This workflow automatically files every signed agreement into the correct participant and session folders, eliminating manual search and ensuring contracts are available to course admins. Owners report fewer lost documents and smoother course delivery.

Notable Features

Store signed agreements by participant
Place files in session folders
Flag missing identifiers for review