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Collect

Build a complete fileFollow up without thinking about itCheck documents on upload

Share

Open a data roomKeep documents up to dateManage access requests

Send

Prove a deliveryControl how a document is usedGuarantee deletion

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Training — Enrollment

The trainee’s file before day one. Use it as is or adapt it: your team can still edit it.

Template Collect

4 documents. 1 participant.

DocumentFormatsFilesCheck on uploadStatus
Participant: Trainee
ID documentPDF, JPG2Check: expiryRequired
ResumePDF1—Required
DiplomasPDFmultiple—If applicable
Proof of funding
OPCO, CPF, employer
PDF1—Required

Reminders stop once everything is in.

Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.

Recommended scenario: reminders before the enrollment deadline.

This template, set up for you.

We adapt it to your documents and rules during onboarding.

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