Notify team members via email when client onboarding document is completed, and include client details

Notify your team via Gmail when a client onboarding document is completed in SignWell. Capture essential client details and scheduling instructions for faster onboarding and improved communication.

Notify team members via email when client onboarding document is completed, and include client details

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Overview

Notify your team via Gmail when a client onboarding document is completed in SignWell. Capture essential client details and scheduling instructions for faster onboarding and improved communication.

Notify team members via email when client onboarding document is completed, and include client details