(NOW) Training Videos - USERS

Owned by Paulo Peres
Last updated: Feb 01, 2023 by Wendy Jean
1 min read

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

2 - Botdoc Onboarding Users - Pull Request

3 - Botdoc Onboarding Users - Push Request

4a - Botdoc - P2 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 (DocuSign & Adobe Sign)

Video: High-Level Overview of P2 Conversations

https://youtu.be/iQy0kjW-Owo

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

 

5 - Botdoc Onboarding Users - Updated Features/Jan 2021

CUSTOM FEATURES

1 - Botdoc Custom Feature – URL Auto-Reply

FULL VIEW CLICK HERE