Note: To view Full Screen, click on the play button, then click the YouTube word at bottom of screen
1 - Botdoc Onboarding Users - Profile Setup
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2 - Botdoc Onboarding Users - Pull Request
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3 - Botdoc Onboarding Users - Push Request
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4a - Botdoc - P2
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Conversations NEW
Remotely and digitally transact ALL phases of business within ONE encrypted container/session
Push Data/Docs
Pull Data/Docs
Chat – real time with your customers
E-Sign (w/DocuSign sample set-up) Adobe Instructions
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DocuSign & Adobe Sign)
Video: High Overview of P2 Conversations
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4b - Botdoc - P2 (phasing out)
phasing out - Remotely and digitally transact ALL phases of business within ONE encrypted container/session
Click here for feature updated information - https://botdoc.atlassian.net/wiki/x/FoBJHQ
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5 - Botdoc Onboarding Users - Updated Features/Jan 2021
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CUSTOM FEATURES
1 - Botdoc Custom Feature – URL Auto-Reply
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