Configuring the wizard setup

Use this page to select the entities that are to be displayed on the Onboarding wizard.

To access the Wizard Setup page, you can use the Configure wizard option on the General Settings tab of the Onboarding Setup page.

Note:

The Configure wizard option is displayed only if the Onboarding Style field is set to Flexi on the Onboarding Setup page.
By default, the Company Information and Contacts fields are selected.
The values of Sites, Certificates, Agreements and Surveys are populated, if the details are linked to the selected category during the onboarding process.