A new feature has been added in the Hub settings to allow the activation of Agreements and Forms directed to clients.
Starting with this update:
- Agreements and Forms can be enabled directly from the Hub settings.
- Clients will see and be able to complete the assigned forms according to the configured flow.
- Agreements can be digitally accepted by clients before proceeding with certain processes.
- The configuration allows greater control and customization of the client experience.
- It facilitates the centralized collection of information and consent.
This improvement optimizes documentation management and automates important processes within Hub.
Access the client profile to which you want to send the form or agreement, and select the desired option, and click the button: New.
Seleect the form or agreement you wish to send to de client.