Tagging & Accepting/Denying

This video explains how to use tagging and decision-making steps to guide your onboarding flow:

• Accepting or Denying Clients: Set up routing steps to determine whether a client is approved or rejected

• Adding Signals: Configure signals such as "Reject Customer" or "Approve Customer" to trigger actions that connect to your internal process, such as account creation or blocking.

• Custom Tagging: Apply customizable tags that reflect your business needs, with tags visible in the case management system