Client Portal Onboarding
Update the flow for client portal onboarding.
We can setup a step form that lets users come in and confirm information, upload docs, monitoring and sign agreements
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Upvoters
Status
In Review
Board
💡
Feature Request
Date
7 months ago
Author
J
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Upvoters
Status
In Review
Board
💡
Feature Request
Date
7 months ago
Author
J
Subscribe to post
Get notified by email when there are changes.