Set up the process
Now that you have the template, you need to customize it according to the process you want to initiate with the client.
User access: Invite the team members who will be taking part in the process. You can opt to grant them either editing or viewing permissions.
Personalized messages: Customize them to convey the start of the information review and its completion, ensuring that all data has been verified.
E-signature: If you require a document at the end of the process, you have the possibility of request your client's digital signature. He/she will be able to sign it from a computer, mobile, or tablet.