Onboarding Details
This screen allows you to complete, view, and/or route completed documents as well as add more documents to the onboarding packet if needed.
- Related Topics:
- Display the Onboarding Details Screen
You can follow this set of steps to access the Onboarding Details screen. - Contents of the Onboarding Details Screen
The Onboarding Details screen contains the following sections. - Archive Duplicate Onboarding Documents
You can archive duplicate Onboarding Documents either individually or in bulk. - Procedures of the Onboarding Details Screen
You can perform several procedures from the Onboarding Details Screen, including adding a document to the Onboarding Checklist, routing documents and forms, initiating the onboarding procees, and archiving sessions.
Parent Topic: Onboarding