Onboarding Documents
      Back to home
      1. Knowledge Center
      2. Document Center
      3. Onboarding Documents

      Create Onboarding Document

      The first step of using +Create Onboarding Document is to select which type of document you would like to generate.

      Onboarding

      Based on the document you've selected, you'll be asked a series of follow-up questions.

      image2017-8-4_12-45-55

      After answering the relevant questions, you can click a set of links to download copies of the document.

      image2017-8-4_12-48-33

      Make sure to download copies of the documents you've generated with Navigator Onboarding - they will not be saved to your platform.