Doc Package Distribution
Please choose the client's onboarding journey.
Send Portal Link
Send Portal Link will take both the Case Manager and the Client through the OneCiti portal for digital completion of the onboarding journey.
Send PDF Package
Send PDF Package will take the Case Manager through the portal to digitally prefill forms, but will send non-digital prefilled PDFs to the Client for completion.
Send Manual Email
Send Manual Email will take both the Case Manager and the Client through a non-digital PDF onboarding journey.