My onboardings

Introduction

"My Onboardings" page is a feature that provides business contacts a centralized view of all their onboarding directly in the client portal. This feature eliminates the need to search across multiple portals or switch between different tabs, creating a streamlined onboarding experience.

How it works

Onboardings are automatically organized into three clear categories:

• Pending Actions: onboardings requiring actions or in draft status. Business contact can click the Resume button to continue onboarding flow with a single click
• Under Review: onboardings currently being processed with no action required
• Completed: Completed onboardings for information

There are three primary ways to access your onboardings page:

New Onboarding Process from Client Portal:

• When starting a new onboarding, business contact be asked to verify email address
• An email will be sent with a "Resume your flow" link
• Clicking this link will take to My Onboardings page

Resume from Client Portal:

• Access the Resume feature directly from client portal
• An email will be sent with a "Resume your flow" link
• Clicking this link will take to My Onboardings page

Access a Client portal link from sharing process from the Workspace

• Business contact will receive an email with a "Resume your flow" link or directly the link to the client portal
• Access to My Onboardings page will be available in the header menu

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If business contact has only one onboarding, clicking the “Resume your flow” link will redirect directly to that onboarding's client portal page — no additional steps required.

Key Benefits

• Centralized Access: All onboardings in one location
• Clear Action Items: Instantly identify which cases need attention through the Pending Actions category
• Seamless Navigation: Switch between onboardings without logging out or opening new browser tabs
• Enhanced Email Experience: Streamlined email notifications with direct access to my onboardings page.