GreenSlate

Completing Forms, Adding/Uploading Files, Signing Documents and Completing Tasks

How to create a new project and log into an existing project

Creating a New Project and Accessing Existing Projects. Recurring and New Clients

How to Access the Onboarding Portal

Inviting Another Stakeholder to the Project

Navigating the Portal:

How to message GreenSlate for questions, concerns, and comments.

Secure Messaging

Submission Steps Explained

Learn how to request and add a new project

Project Onboarding Portal

Find answers and get help from Intercom Support and Community Experts

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