FLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool

[@danroyce3044]

Good instruction - thank you! In your presentation, you were given a question regarding the NDA that is signed during the onboarding flow. The person wished to be able to send a copy of the signed NDA to the new member. You also commented that the Read & eSign function has an audit trail. I've been looking on SuiteDash, and the only audit trail I can find is when a document is signed. Can you cover how to get to the NDA in this example and show it to the member. Also, I'd like to see how to find the audit trail. Thanks! Dan

[@SuiteDash]

Hi Dan, sorry this was a case of something being in final stages of dev, but not quite to production. Audit trail for "Read & eSign" is on the way soon, as well as a host of other improvements for FLOWs 👍

[@danroyce3044]

@@SuiteDash No worries, it's good to know that this is a future feature. Without pinning you down to an actual release date, can you give me an idea of how long it will likely be before we see this in the application? You can be general - one month, three months, six months, a year.

[@cuedcanines]

Is there a way to duplicate checklists so we don't have to start from scratch every time we create a new checklist?

[@SuiteDash]

Not yet, but we'll work to make that a reality. Thanks!

[@cuedcanines]

@@SuiteDash that's awesome. Thank you!