How to display a welcome message to clients

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
• 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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