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


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article