Paperless client onboarding: Why use document portal software?

Posted by Nick Allen on Mar 12, 2019 2:12:13 PM

The onboarding process is crucial to ensuring customer success. So many companies want to save trees and adopt paperless onboarding when bringing a new customer into the company.

Here's our take on how to go about digitizing your onboarding.


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Topics: paperless onboarding, client portal software, document portal