Upload signed agreement and update participant enrollment status
Upload signed agreement and update participant enrollment status
Your signed enrollment agreements often arrive unfiled, delaying invoicing and attendance tracking for program coordinators. The workflow files the PDF and marks the participant as contracted same day.
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Overview
Signed training contracts unlock billing and attendance workflows, but when PDFs aren't filed or records aren't updated, invoicing and outreach stall. This flow stores each signed PDF in the right session folder and marks the participant as contracted so coordinators and billing can act the same day.