Skip to content
English
Need More Support?
  • There are no suggestions because the search field is empty.

Create Onboarding Document

The first step of creating an 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, they will not be saved to your platform.