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Welcome and Expectations

Welcome to Scale Evolution

Log into Your Client Portal

How the Client Portal Works

Intro to Your Client Portal

What the Client Portal Is Not Used For

Access Roles and Permissions

Support and Requests

Billing and Invoices

Agreements and Signatures

How Document Signing Works

Who Can Sign Agreements

What Happens If Signing Is Delayed

Required Documents

Documents You Will Need To Sign

Completing Onboarding Successfully

If You Get Stuck

Sign Your Onboarding Documents

VIDEO - Signing Example

You’re Officially Onboarded

How Helpful Was This Onboarding Guide

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SkAiL Evolution - Client Onboarding Guide

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