Sometimes, you need to display important information to the recipients before they start the onboarding workflow.
Step 1. Adding a description to your process
- From your Process sidebar, click on Configuration > General and
- Change your Process description (which is usually visible in the ⓘ tab of your recipients' interface.
Step 2. Marking your description as a welcome message
- On the same page (Configuration > General), scroll to the behavior section at the bottom of the page.
- Enable the welcome message by ticking the checkbox
Step 3. Look how good it looks
You can scroll back to the top of the page and click on View as end-user to see a preview of the future experience