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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 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