Onboarding Forms

Onboarding Forms

These forms help us collect data to setup and configure your TransVirtual account in an efficient manner.Some are *required for all accounts whilst others are applicable only if you are using specific functionality.     

Account Details - who owns and gets to make changes to your account

*required for all accounts
 

Operations - how you practically use and interact with TransVirtual 

*required for all accounts (excluding integration only)



Finance - information required to setup and configure pricing and invoicing


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