Your onboarding process is organized into steps, and each step groups together one or more tasks you need to complete. Tasks can be of different types: from reading a welcome message to uploading documents, signing a form, or answering a questionnaire.

• 1. Open the Humand App. From Apps, go to the Onboarding section.
  2. Select your active process to see Your journey: a list of steps, showing the number of tasks in each one.
  
  3. Tap a step to see its pending and completed tasks, and filter them by due date.
  

  No matter the type, to complete a task you need to open it and, when finished, tap Mark as completed (or the equivalent button depending on the task type).

  • This is the simplest type: read a description, do something outside of Humand, or just mark it as done.

    

  • Tap Upload file for each requested document. Once you’ve uploaded all required documents, tap Complete task.

    

    Once you complete the task, you can’t change the files you’ve attached.

  • Fill out and sign a PDF document. If Humand already has some of your info in your profile (like your name or ID), it will fill those in automatically; the rest of the fields are for you to complete.

    1. Open the task and tap Fill out PDF form.
    
    2. Fill in the empty fields, tap Sign to add your signature, and tap Send.
    

    The signed document is automatically saved in your Personal Documents.

  • 1. Open the task and tap Start questionnaire.
    
    2. Answer the questions in each section and tap Continue to move forward. When you finish the last section, tap Send.
    
• 1. Go to app.humand.co and navigate to Onboarding.
  2. Select your active process to see Your journey: a list of steps, showing the number of tasks in each one.
  
  3. Select a step to see its pending and completed tasks, and filter them by due date.
  

  No matter the type, to complete a task you need to open it and, when finished, click Mark as completed (or the equivalent button depending on the task type).

  • This is the simplest type: read a description, do something outside of Humand, or just mark it as done.

    

  • Upload each requested file using the Upload file button. Once you’ve uploaded all required documents, click Complete task.

    

    Once you complete the task, you can’t change the files you’ve attached.

  • Fill out and sign a PDF document. If Humand already has some of your info in your profile (like your name or ID), it will fill those in automatically; the rest of the fields are for you to complete.

    1. Open the task and click Fill out PDF form.
    
    2. Fill in the empty fields, click Sign to add your signature, and press Send.
    

    The signed document is automatically saved in your Personal Documents.

  • 1. Open the task and click Start questionnaire.
    
    2. Answer the questions in each section (those marked with * are required) and click Continue to move forward. When you finish the last section, press Send.
    

As you complete your tasks, your progress updates automatically and you can see them listed in the Completed tasks tab for each step.