Onboarding a new client

How to onboard a client with Paubox

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1

Submit a New Client Form

The first step to onboarding a new client is to submit a New Client Form. After submitting the form, our support team will email you confirmation to move to step two. Questions about the form? Contact Evan Fitzgerald at efitzgerald@paubox.com.

2

Configure the client with Paubox

Select the email host the client will be utilizing to see setup guides

3

Done!

Click here for guides on managing your clients