My onboardings

Introduction

A business contact who onboards with you more than once ends up with several portal links in their inbox and no way to tell which still needs them. My onboardings puts all of them on one page inside the Client Portal.

How it works

Onboardings are automatically organized into three clear categories:

• Pending actions: onboardings waiting on them, or still in draft. Resume takes them straight back into the flow.
• Under review: onboardings you are processing, with nothing for them to do.
• Completed: finished onboardings, kept for reference.

There are three primary ways to access your onboardings page:

Starting a new onboarding. The business contact is asked to verify their email address, receives a Resume your flow email, and lands on My onboardings.

Resuming from the portal. They use Resume in the Client Portal, get the same email, and land on My onboardings.

Following a link you shared. They receive either a Resume your flow email or the portal link itself, and reach My onboardings from the header menu.

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With a single onboarding, Resume your flow goes straight to that portal — the list is skipped.

Key benefits

• One place for every onboarding, instead of a search through an inbox.
• Pending actions says immediately which ones are waiting on them.
• Switching between onboardings needs no new tab and no second login.