Customer documentationReviewed 27 October 2026
DIGLAB ONBOARDING MANUAL
A clear start. A smoother handoff.
Set up client onboarding, complete your next request, and keep delivery moving in one shared workspace.
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31 practical guides in this editionStart here
Workspace setup
Onboarding flows
Client collaboration
- Organize client accounts and portal members
- Manage tasks, subtasks and checklists
- Plan milestones and approval handoffs
- Reuse flow drafts, milestone templates and playbooks
- Share files, versions and resources
- Review deliverables and request changes
- Communicate with clients and keep internal notes private