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Onboarding Workflow

Feature Request

nboarding WorkflowAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessaAutomate your intake by including "File Request" sections within the proposal. Clients can drag-and-drop necessary onboarding documents the moment they sign.ry onboarding documents the moment they sign.

Posted by Andreas Philippou ·
Status: Completed

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