How to display a welcome message to clients

Depending on the process involved, you may need to display important information to end-users before they join your onboarding workflow. Here is how to do this : 

Step 1. Adding a description to your process

1. From your Process sidebar, click on Configuration > General and
2. Change your Process description (which is usually visible in the ⓘ tab of your recipients' interface.

Step 2. Marking your description as a welcome message

1. On the same page (Configuration > General), scroll to the behavior section at the bottom of the page.
2. Enable the welcome message by ticking the checkbox
3. Save

Step 3. Checking how it's going to look like

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

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