Workflow

Workflow

Filter by onboarding type
ID Client name Start date Progress
Rows per page
10

Create workflow

Pick the building blocks this workflow is made of. Each adds only the steps it needs — and you can change the mix later.

New workflow

Who is this workflow for?

Create workflow

Onboard the client and choose what to include in their workflow pack.

Select client manager
Individual
DD/MM/YYYY
Account Required
Transfer

Create workflow

1Party setup
2Workflow
Select client manager
Select client type
DD/MM/YYYY