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Planning document

Planning document

Everything about the document that helps us to understand your internal process and onboard you into the platform

Planning Document - Tutorial Video

Tutorial Video: Initial Set Up of Agency Branding (Name, Logo, Colors)

Tutorial Video: Getting Started With Document Templates

Tutorial Video: Getting Started With Email Templates

Tutorial Video: Profile Builder Basics - Setting Up Your First Candidate and Client Application Forms

Tutorial Video: Mapping Out Your Process Through Statuses, Checklists and Types

Tutorial Video: How to Change Admin Password

Tutorial Video: Mission Control Overview - First Time Admin Login

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