Setting up a Process
- How to display a welcome message to clients
- How to add due dates to a process
- How to add a due date to a checklist step
- How to add internal tasks to a process
- How to customize the content of your end-user's interface (titles, texts, etc.)
- Changing your end-user's interface colors & background
- How to collect custom information during your client onboarding
- How to assign specific steps to a teammate
- How to redirect clients to another page after onboarding is completed
- How to translate the portal to your end-user's language
- How to attach a file to download and send back through the client's interface
- How to remove the password for end-users