Send consent form via DocuSign and notify team in Microsoft Teams when client activates in Copilot
Send consent form via DocuSign and notify team in Microsoft Teams when client activates in Copilot
Send a consent form to clients upon their first authentication in Copilot and notify your team in Microsoft Teams. This ensures faster onboarding and keeps your team informed, enhancing client engagement.
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Overview
Send a consent form to clients upon their first authentication in Copilot and notify your team in Microsoft Teams. This ensures faster onboarding and keeps your team informed, enhancing client engagement.