• 1
    Add Contracts to Onboarding Flow
    4 weeks agoopen0
    The E-Sign that is currently available in the Onboarding Flow does not contain an electronic record and does not allow for a countersign. It would be great to be able to start the Onboarding Flow with a legit contract with an electronic record and countersign.And additionally, I'm not sure if this is currently possible, but being able to direct that completed contract (and forms from that Flow) to the client files instead of having to retrieve them from Flow submissions.
  • 1
    On-Demand Flow Link on Dashboard
    4 weeks agoopen0
    Allow admins to put a link to an On-Demand Flow on the Dashboard.Currently, a flow can only be accessed via the notification email or via the notification in the portal.The problem is that both of those disappear or get lost in the shuffle easily.A link on the Dashboard would make it easy for a user to access their flow if they only partially completed it the first time.