Built by Edusign · Documents & contracts
The 'Continuing education' tag is all it takes: the training contract goes out for signature as soon as the learner 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 "[Continuing education]"
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
Apprenticeship agreement sent to apprentices
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