Login to Simplici: Start by logging into your Simplici account.
Access the Dashboard: You should be directed to the main dashboard once logged in.
Create a New Onboarding Flow: Look for the option “Onboarding Flow" under “Onboarding” on the navigation sidebar on the left and open the drop-down. Click on it. Then Click on “Start New” top right.
Define Steps Required in the Flow: Drag and drop steps involved in your onboarding process into the main flow window (from left nav to right). This might include tasks like document verification, AML, Document signing, etc.
Configure Each Step: For each step customize the requirements and instructions. Specify what information or documents are needed from the user.
Set Triggers and Notifications: Configure triggers that move users from one step to another. Set up notifications for users and administrators to inform everyone of progress.
Calculate the cost: Before deploying, run through the cost of the onboarding process you're setting up.
Publish the Onboarding Flow: Once you're satisfied with the setup, publish the onboarding flow so it's ready for use with your customers.
Invite Customers: After you publish your flow, you can invite individuals to complete the process. SEE: Getting Started: How do I invite people on board with my flow?
Getting Started: How do I build an onboarding flow?
How to build a simple onboarding flow.
Updated over a year ago