Day: December 23, 2021

Reading Items Guide

Adding Reading Items Initial creation of documents may be done by your implementation consultant, however, should you need to upload any new Reading Items you can do so. Click documents on left-hand side of the

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Exchange Documents Guide

Adding Exchange Documents Initial creation of documents may be done by your implementation consultant, however, should you need to upload any new Exchange Documents you can do so. Click documents on left-hand side of the

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Documents Quick Guide

What kind of documents can I have in my Webonboarding system? Exchange document A document which you either want the Onboardee to upload into the system OR want the Onboardee to download and complete and

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Documents Guide

Document Quick Guide. What kind of documents can I have in my Webonboarding system? Exchange document A document which you either want the Onboardee to upload into the system OR want the Onboardee to download

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How to create a company

Creating a Company This document contains a step by step guide to creating a company. Each company can be an entity of your business. Adding a company From the Menu, navigate to Administration  Click the “Companies”

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