This document contains all the email templates that Webonboarding automatically sends to Onboardees. Webonboarding automatically merges all the information in the highlighted sections and you can use the templates to enter your own information as needed.
Feel free to download this information to edit and customise before you make changes to templates in Webonboarding. Please note that not all of these templates can be customised.
Creating a new user This document contains a step by step guide to creating a user. Each user has different privileges, please see guide below.
Webonboarding Customer Success Plan This document outlines our process for completing successful Webonboarding implementations. It is our path to success that when followed enables us
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
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
Webonboarding allows companies to set additional customised fields to be included in an Onboardees profile. These can either be added at initial setup or later.
Forms is a section of the system designed to replace cumbersome paper forms and gather required information from onboardees. You can use Forms in Webonboarding
