Onboarding Portal

• Navigating the Portal:
• How to Access the Onboarding Portal:
• Video Demo - Project Onboarding Portal
• Creating a New Project and Accessing Existing Projects. Recurring and New Clients:
• Secure Messaging:
• Completing Forms, Adding/Uploading Files, Signing Documents and Completing Tasks:
• Inviting Another Stakeholder to the Project
• Submission Steps Explained: