Check our template library and get started with your first workflow in a breeze.
This template will help you onboard any client of your agency.
A template to help mortgage brokers collect documents and information from their customers
A template for realtors to collect documents and information from their new customers or leads.
All you need to onboard your new employees in just a click
All you need to onboard a new driver in your fleet.
A generic student registration form that you can customize to get people on board in your school or course.
A useful and repeatable workflow to receive all necessary information about a vehicle.
General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!
As an office manager or accountant, you might need to collect documents such as expense reports once in a while. We have made it easy with a quick boilerplate that includes documents commonly requested from employees.
A simple template to onboard any client for your law firm easily.
A simple job application form, that you can customize to your own needs
A form and list of documents to collect in order for your customers, suppliers or employees to prove their identity.
If you work in a delivery or logistics company, this template will help you collect all legal documents and information from your new couriers.