A step by step guide as to how an onboarding user would initiate a connection with a customer.
It is easier for an onboarding company to connect with a customer that already has a valid8me account.
- To connect with a customer, the onboarding company should search their name in the search bar first. If the customer shows up with an online box highlighted, this indicates that they have an online account.
- The onboarding company then needs to specify the reason they wish to connect with the customer for i.e., the product/service they offer. They can then request access to the customer’s documents.