📄 Onboarding & Application FAQs
Audience:
Applicants, Service Providers
Overview
This article explains how onboarding works, what documents are required, and how to resolve issues that prevent application completion.
How does onboarding work?
Onboarding requires completing all required steps, including:
- Business information
- Required documents
- Insurance submission
- Terms and conditions
Progress is shown using the onboarding status bar.
What does the onboarding status bar mean?
- 100% – All required steps are complete
- Any other percentage – Onboarding is still in progress
I’m stuck on the insurance or terms page. What do I do?
- Confirm all required fields are completed
- Ensure documents were uploaded successfully
- Refresh the page and try again
If the issue persists, contact Support.
What does “Waiting to be approved by company admin” mean?
This means:
- Your application has been submitted
- A network or company administrator must review and approve it
No action is required unless additional information is requested.
What documents are required for business approval?
Accepted documents include:
- EIN confirmation letter
- Business license
- Articles of Organization or Incorporation
- Secretary of State registration
- Comparable state-issued registration documents
The legal business name must match your application.
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