Go to the Onboarding Checklist in the Setup area
Copy link to new Onboarding without Roadmap or Package flow
Input client information.
Display DocuSeal functionality so the client can eSign any active Document Templates saved in the Document Templates section.
Client is Redirected to Client Portal to complete onboarding.
Alternatively, the Client is Redirect to a Custom Link based on whatever is saved in their Settings
Onboarding Checklist
Here is a step-by-step guide on how your client will be redirected to the client portal to finish the onboarding process after completing the onboarding checklist.
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