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Wed, Feb 13, 2019 · 1:00 PM · 30 minutes

On-Boarding with Plooto

Wed, Feb 13, 2019 · 1:00 PM · EST
About This Webinar

In this Webinar we will look at some of the aspects of the On-boarding process as well as provide best practices to make on-boarding clients an easy and straightforward practice

  • Requirements for On-Boarding
  • User Permissions when creating a Profile for your clients, and how to make them approvers
  • Adding a director and their requirements
  • Uploading Company documents for your Clients
Who can view: Everyone
Webinar Price: Free
Webinar ID: c0c5accd9e8b
Featured Presenters
Hosted By
Plooto Inc webinar platform hosts On-Boarding with Plooto
The simplest way to streamline all your business' payables and receivables processes. With Plooto's cloud-based engine, sending and collecting payments has never been easier. It's free to signup and begin trying it!