Here are the following links for the documents you will need as you go along with the onboarding process:
Client onboarding document: https://docs.google.com/document/d/1RwFWg3gnYRY3sKfgvRIxlNn-Ujq9PqFEcNXl0M3TUTw/edit?usp=sharing
Here’s the direct link to the onboarding video that you can watch while following along with this document: https://youtu.be/thpvOYSaoX4
(Watch this for the older version of Liondesk from 2019 or before https://youtu.be/cyGGpos9nNU)