Workflows allow you to upload your own firm documents, such as your Investment Advisory Agreement and ADV Pt 2, for your clients to sign during the onboarding process. These are sent to the client during the "Add Client" process.
Creating a workflow is as simple as compiling your documents in Word format, and inserting placeholders, or "tags", which will be used to fill in the appropriate fields from the client information entered when adding the client to the platform.
Below you'll find a list of available placeholders, as well as a video that walks you through the entire Workflow creation process.
Check out the video below!
Want help?? This can be a little tricky, so feel free to send your documents to us at email@example.com, and we'll help get everything tagged and uploaded for you.