GreenSlate

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

This tutorial guides you through the onboarding portal setup process in GreenSlate. You will learn how to manage projects, fill out forms, upload files, and finalize your onboarding efficiently.

Complete Onboarding Portal Setup Using Gslate

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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