Onboarding letters

Before a user can use the Fusion Mobile app or website, they need to create an account and in order to create an account, they need their unique onboarding code. This code can be distributed as you see fit, but to assist in the distribution of this code and other relevant information which the user may find useful, you are able to export the user information as a .csv from the user’s screen and then mail merge it with a Microsoft Word (.docx) document.

*CRB Cunninghams provide a template that you can use. This template can be edited as required. The latest template file can be downloaded by clicking on the following link: Download Onboarding Letter Template

!If you edit the template, be careful not to edit the merge fields (Example:<< Forename >>).