Onboarding and Compliance¶
Association-managed required documents control onboarding behavior:
- Required vs optional document rules
- Expiry/no-expiry document policy
- Expiry warning windows
How it works for users¶
- Association configures required document types.
- Company submits onboarding and documents.
- Portal validates required items and document state.
- If everything is valid, onboarding proceeds to review.
What can block onboarding¶
- Missing mandatory document
- Expired mandatory document
- Required data mismatch during compliance checks