Modify the Client Location Onboarding
- Navigate to the Clients page on the Configuration view.
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Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
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In the Countries area, click the text for a country in
the Country column.
The left navigation menu displays the client location settings.
- From the left navigation menu, select a on/offboarding setting to modify. If you are adding a new item, click . If you are adding a new template, click .
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Make modifications to the existing configuration.
For more information about these settings, see the following reference content:
- Click .