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1
Input employer name within the welcome message at the top of the page
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3
Assign yourself to the action items that are intended for Boon team members to manage.
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4
Upload any existing documents that relate to the deal i.e. contracts, NDAs, invoices.
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5
Update the status of action items as needed, particularly those you might have either started on or completed
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6
Publish this document so that anyone with a link can view it.
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7
Invite key points of contact within organization to this document directly
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8
Assign action items to relevant contact(s) within the organization
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9
Delete this activation page from the onboarding file
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