OnboardPro

One customer's onboarding

Shows every step of this workflow, what the customer submitted and which documents were created.

  1. 1Green steps are complete; the highlighted step is where the customer is now.
  2. 2If an agreement is signed by the customer, counter-sign it so both parties have a final copy.
  3. 3If something needs correcting, reopen the step — the customer is sent a link to fix it.

This onboarding run could not be loaded.