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Documents signed

Here’s a step-by-step guide on where to find the documents your client signed after the roadmap.

Updated yesterday

  1. After creating the roadmap and having the client sign the documents, navigate to the Client List section and select the client.

  2. The client profile will be displayed, and you can then go to the Documents section.

  3. Here, you’ll find the “Onboarding Documents” folder, where the signed documents will be available.

  4. You can view and download the signed documents.

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