Onboarding documents for purchased fulfillment services are fully automated.

Whenever you purchase a fulfillment service for a client, our system will automatically send a white-labeled email to the client's address that you have on file. There, they can follow the instructions to access the online onboarding form.

After they submit the onboarding form, you can find it within your Projects application. Simply select the client from the column on the left.


Then, go to the Forms tab to find the onboarding documents.


Note that you can switch between Submissions and Pending Requests in the top right corner.

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