This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Group forms by journey
Separate application, enrolment, participation, placement, and completion documents so each is sent at the right moment.
Reuse roles and fields
Prepare common participant, guardian, instructor, employer, or coordinator roles without hard-coding real people into templates.
Watch accessibility
Use readable PDFs, clear labels, plain instructions, and an alternate process when a participant cannot use the electronic workflow.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.