Onboarding Checklist

From the dashboard, navigate to Setup → Onboarding Checklist.

Locate the Copy Link button at the top of the page and click it.
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You will be redirected to the e-signature page, here you will find the doc to sign

Sign all required documents where applicable.

After the documents are signed successfully Click on submit

You will be automatically redirected to the client portal

Now going back to SmartPath platform on the client list section, and on the bar search your client

In the client profile you will find a "documents" section here you will find the onboarding document signed