Creating an Onboard template
This section is where you can create set templates for processes that can be used
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August 10, 2022
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This section is where you can create set templates for processes that can be used
Authorising the Offer Once completed and saved you can authorise the offer to send
This document contains a step by step guide to adding an onboardee. The Onboardee is
Adding Reading Items Initial creation of documents may be done by your implementation consultant, however,
Adding Exchange Documents Initial creation of documents may be done by your implementation consultant, however,
Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process.
