Smart Onboarding
Onboarding built for production.
Send paperwork, track progress, and file approved documents in one secure portal.
Inside Smart Onboarding
Define what’s required.
Build onboarding paperwork as packets for the production or individual roles—documents, forms, and signatures—before sending anything out.
Send onboarding through a portal.
Onboarding is delivered by email and completed through a guided portal. Crew always know what’s required and where they are in the process.
Review submissions as they arrive.
As paperwork is completed, review each submission in one place. Approve it, request changes, or flag what’s missing.
File approved documents automatically.
Once approved, documents are filed to the correct role and production records. No inbox sorting. No manual uploads.
Works with or without platform access.
Crew can complete onboarding through the portal whether or not they join the platform. If they do join later, their approved paperwork is already in place.
Collect, review, and file onboarding documents inside the system.
We’ve got answers
Everything you need to plan, run, and deliver a production—without juggling software.
