Send legal document requests via Docusign to new clients from Everfit after registration
Send legal document requests via Docusign to new clients from Everfit after registration
Send legal document requests to new clients after they complete their registration in Everfit. Capture client details and ensure they receive necessary documents promptly through Docusign for faster onboarding.
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Overview
Send legal document requests to new clients after they complete their registration in Everfit. Capture client details and ensure they receive necessary documents promptly through Docusign for faster onboarding.