How do I sign the onboarding acknowledgement?
How to sign your onboarding acknowledgement with Sign Onboarding on the Onboarding Status bar of your Success Center home.
Written By GovPreneurs
Last updated 21 days ago
The Onboarding Status bar on your Success Center home shows if you signed your onboarding acknowledgement.
Steps
- Open your Success Center home.
- Find the bar Onboarding Status.
- Click Sign Onboarding. The document opens in a new tab.
- Read the document and sign it.
- Go back to the Success Center home.
What you see next
After you sign, the status shows Onboarded. The button View Signed Document opens your signed copy in a new tab. If you had no call booked, the bar also says "Onboarding document signed. You're all set."
When the button shows
- If the bar shows Book Onboarding, book your onboarding call first. Then Sign Onboarding shows from 10 minutes before the call. It stays until you sign.
- If the bar shows no Book Onboarding button, Sign Onboarding shows at once.
- If you do not see the Onboarding Status bar, ask the support team if you need to sign.
The status
- Onboarding Required: you did not sign, and you have no call booked.
- Onboarding Booked: your onboarding call is booked.
- Sign Required: the call started or ended, and you did not sign.
- Onboarded: you signed.
Join the call
If you have a call booked, the bar shows Join Meeting until you sign or the call ends.
β οΈ If this does not work: If the status does not say Onboarded after you signed, reload the page. If it still does not change, contact support. See How do I contact Success Center support?.
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