Help CentreUsing SuperControl Setting upOwner - Client onboarding checklist

Owner - Client onboarding checklist

Welcome to SuperControl! This handy checklist will guide you through the onboarding process at a pace that suits you. You can work through it online, or print a paper copy if you prefer.

Working on your PC or laptop

Click on this link and then download the PDF. Once you have done that you will be able to tick off the boxes as you work your way through. Remember to save your progress so that you can take breaks and then easily see where you have got to when you open the document again.

To download the file, simply click on the download button, then save it:

Working on a smartphone

As above you need to download the file to be able check off the tick boxes and save your progress.

iPhone: Copy to Acrobat, then you can click to tick the boxes as you work your way through.

Android: Download then use the edit tool to cross off each step.

Print a paper copy

It's much easier to work through the checklist on your PC or laptop, as you can click on each step to open the relevant document in the Help Centre. However if you want to print a hard copy, click this link then right click your mouse and select print.


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