Onboarding Reminders

Onboarding Reminders#

The Onboarding Reminders section explains how to configure reminders related to the onboarding process, including both pending uploads and pending approvals.

Overview: Onboarding Reminders#

The Onboarding section contains reminder configurations related to the onboarding process, divided into two main categories: Pending Upload and Pending Approval. These reminders help ensure that all necessary documentation is submitted and processed in a timely manner.

Pending Upload#

This section allows you to configure reminders for documents and information that need to be uploaded during the onboarding process.

Header Location#

The header clearly identifies the Pending Upload section.

../../../_images/pending-upload-name-location.jpg

Header location for the Onboarding Pending Upload section#

Configuration Options#

The body of this section contains all available reminder settings that can be configured.

../../../_images/pending-upload-body-highlighted.jpg

Available reminder configuration options in the Pending Upload section#

Note

Each green checkmark is associated with an entire section. The rows that immediately follow contain the specific reminders that can be set for that section.

Pending Approval#

This section allows you to configure reminders for documents and information that have been submitted and are awaiting approval during the onboarding process.

Header Location#

The header clearly identifies the Pending Approval section.

../../../_images/pending-approval-name-location.jpg

Header location for the Onboarding Pending Approval section#

Configuration Options#

The body of this section contains all available reminder settings that can be configured.

../../../_images/pending-approval-body-highlighted.jpg

Available reminder configuration options in the Pending Approval section#

Note

Each green checkmark is associated with an entire section. The rows that immediately follow contain the specific reminders that can be set for that section.