Onthen

The platform creates a single, branded web page that aggregates all onboarding tasks for a new participant. Each invite receives a unique link that opens a password‑free interface where they can view to‑do items, submit forms, upload documents, verify identity, and capture photos. The page supports comments and allows the primary contact to invite additional collaborators, keeping all communication and progress in one place.

For the organizer, the service acts as a central source of truth that syncs task status and collected data with an external CRM. Built‑in actions can be combined with third‑party app integrations, and reusable templates let users automate repetitive onboarding workflows. A dashboard provides an overview of ongoing processes and recent activity.

The design emphasizes minimal friction: branding is applied by uploading a logo and selecting a color, while email notifications inherit the same visual style. No separate accounts are required for participants, and all interactions are secured, aiming to reduce email chains and manual follow‑up.