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  3. Introduction to Onboarding
  4. Marking Things as Complete

Categories

  • Onboarding
    • Introduction to Kinnect
    • Introduction to Onboarding
    • Legal Entities
    • Finish Account Setup
    • Security & Privacy
    • Vault Set Up
    • Discovery
    • Template Set Up
    • Data Types
    • Onboarding Responsibilities
    • Network Suggestions
    • Network Set Up
    • Incomplete Items
    • Potential Duplicates
    • Inbox
    • Document Suggestions
    • Free Trial
    • Reports
    • My Vaults
    • Template Maintenance
  • Resources
    • Diagnostics
    • Supplemental
  • Professional Resources

Categories Categories

  • Onboarding
    • Introduction to Kinnect
    • Introduction to Onboarding
    • Legal Entities
    • Finish Account Setup
    • Security & Privacy
    • Vault Set Up
    • Discovery
    • Template Set Up
    • Data Types
    • Onboarding Responsibilities
    • Network Suggestions
    • Network Set Up
    • Incomplete Items
    • Potential Duplicates
    • Inbox
    • Document Suggestions
    • Free Trial
    • Reports
    • My Vaults
    • Template Maintenance
  • Resources
    • Diagnostics
    • Supplemental
  • Professional Resources

Marking Things as Complete


Understanding Onboarding Process 🚀 - Watch Video

This video explains the onboarding process for our platform. The video walks you through how completing tasks removes boxes from your homepage, ensuring easy navigation. Remember, everything is editable in the future, so no need to rush into settings like two-factor authentication. Take your time and customize your account as needed.


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