Built by Edusign · Documents & contracts
The student tag identifies apprentices: the agreement goes out on its own as soon as their record is created.
Paste the prompt into AutoAI from the Automations screen in Edusign: the automation is created exactly as described here.
When
A student is created
And
"Student tag" contains "[Apprentice]"
Then
Send a document for signature
The {{variables}} are filled in by Edusign each time a message is sent. Replace the fields in yellow with your own values before pasting the prompt.
Documents & contracts
Training contract sent to continuing education learners
Documents & contracts
Code of conduct signed: confirmation to the student
Documents & contracts
Track code of conduct signatures in a dashboard
Documents & contracts
Apprenticeship agreement: track every signature
Documents & contracts
Contract signed by all parties: forwarding and archiving
Documents & contracts
Placement agreement signed
