📄️ Getting Started with Managed Compliance
Scope Intended Audience: White Label Partners This document outlines the migration process for starting Managed Compliance for US and CAD WLP partners Requ
📄️ Onboarding Call Guidelines
Scope Intended Audience: White Label Partners This document outlines the questions information that should be including during an onboarding call for a new
📄️ Onboarding Tasks - Self-Service
Scope Intended Audience: Channel Partners This article outlines the process for onboarding new clients using self service onboarding. Document Gathering ou
📄️ Onboarding Tasks
Scope Intended Audience: White Label Partners This article outlines the best practices for onboarding new clients once they have signed on. 1. Send Welcome