Paperless On-Boarding (POB) Setup

Modified on Thu, 07 Dec 2023 at 01:07 PM

Join this BrownBag session to see:
- How to add a POB user
- How to confirm the email address for a POB user
- How to activate and afterward steps for a new POB user
- How to refresh a POB connection
- How to setup POB user preferences to enable in CRM

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