Additional Modules in Client File

How to use additional modules in the Client File?

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Written by Jeroen Cevaal
Updated over a week ago

Additional modules can be implemented in order to create a custom onboarding flow that is suitable for your customers.

Just as in Onboarding, additional modules can also be used in the Client File. In this article we will give a short explanation on how to set this up. In order to do so, first go to the product in the Client File and click on "Additional Modules".

Here, click on the '+' symbol to add a module:

The following pop-up will appear, here you can click on the "Select..." dropdown to select a module from the list. Once a module is selected from the list, simply click on "Add" to add the module to this product.

The additional module will now show up in the overview and by clicking on the arrow-symbol you can expand the view of this module:

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