{"id":5824,"date":"2026-03-26T10:37:45","date_gmt":"2026-03-26T09:37:45","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/agency-onboarding\/"},"modified":"2026-03-26T12:41:22","modified_gmt":"2026-03-26T11:41:22","slug":"agency-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/agency-onboarding\/","title":{"rendered":"Agency onboarding"},"content":{"rendered":"
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The Agency onboarding<\/strong> template helps you collect documents and information in a structured, secure workflow. This template will help you onboard any client of your agency.<\/p>\n

Who is this template for?<\/h2>\n

This template is designed for professionals in Agency, Customers, Marketing. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.<\/p>\n

How it works<\/h2>\n

This template includes 6 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Basic information<\/strong> (Form) – Fields: First Name, Last Name, I accept to have my data processed by Superdocu on behalf of %{company}<\/li>\n
  3. Company information<\/strong> (Form) – Fields: Company name, Your industry, Country, Company address, Company size and more<\/li>\n
  4. Your project<\/strong> (Form) – Fields: Project description, Project goals, Budget (in USD)<\/li>\n
  5. Documents<\/strong> (Document upload) – Fields: Company logo, Company assets<\/li>\n
  6. Thank you!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Company logo<\/strong><\/td>\nYour company logo, ideally in a transparent PNG format.<\/td>\n<\/tr>\n
    Company assets<\/strong><\/td>\nUpload fonts, graphic assets and any other material we might need here!<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n