Clients that are using the Kuhlekt client onboarding automation define the communications that their clients would receive on being approved and created in the client ERP.

The onboarding application is capable of being suspended and returned to later via an email sent from the system.

Onboarding manager is the manager who will be notified when an application is created and lodged via the portal.

Account manager selected will be the person notified of a successful application and account having been set up.

Welcome email subject line for the onboarding email sent to clients on approval.

Welcome email template is where the body of the email is created using the WYZYWYG adding corporate livery.