Applicant details
Full legal name, preferred name, date of birth, contact email and phone, and mailing address for records and emergency contact use.
A structured enrollment form reduces onboarding friction, centralizes participant data for scheduling and compliance, and documents consent and program rules. Accurate enrollment records support reporting, safe operations, and audit readiness while helping organizers forecast capacity and resource needs.
Roles and responsibilities should be defined in intake procedures so each signer understands which sections they must complete and which documents must be attached.
Full legal name, preferred name, date of birth, contact email and phone, and mailing address for records and emergency contact use.
Program name, session dates, delivery mode (in-person/virtual), cohort choices, and any prerequisites or prior completion fields.
Fields for certifications, prior coursework, employer sponsorship, or manager approval required to confirm participant eligibility.
Tuition, invoice or payment method, scholarship requests, billing contact, and refund policy acknowledgment.
Agreement to program terms, media release, confidentiality expectations, code of conduct acknowledgment, and emergency medical authorization when applicable.
Signature block with printed name and date, optional parent/guardian signature, and space for notarization or witness if required.
| Field | Configuration |
|---|---|
| Applicant Fields | Required, validate email and phone |
| Conditional Fields | Show scholarship fields if 'requesting aid' checked |
| Routing | Send to admissions then finance |
| Notifications | Email confirmations and reminders |
Ensure platform security meets your data requirements and that any third-party vendor provides necessary compliance documentation for audits.
Specified by program; missing it may forfeit seat
Set by finance to confirm attendance
Transcripts or approvals due before start date
Refund policy cutoff per program terms
Keep signed form per retention policy
Intake system logs submission and begins review
Admissions confirms prerequisites and approvals
Finance invoices or confirms scholarship award
Participant assigned to cohort and notified
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.