Onboarding Workflow

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.

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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

ETA
Mar 23, 2026
Date

About 2 months ago

Author

Andreas Philippou

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