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Everything You Need In One Place
Ever need to see the status of a contract right now? You can easily access contracts, and other documents, from within each franchisee record. You are able to create and view marketing and training documents related to unit locations. Know that you have all the documents required for any given unit or easily see what is missing. You can also set workflow rules to alert you if one of the documents needs renewal.
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Store all the relevant documents regarding this applicant in one place for easy accessibility and simplification.
Simply click on either the paper clip or the pdf to open the document. The paper clip means the document was uploaded and attached, while the pdf means the document was system generated.
Once you save an application as completed, you can have workflows running in the background that will automate the next steps.
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