Should you need to download the onboarding details into a format for use outside of Expedo, or to send to third parties, go to:
Onboarding → Download Onboarding Report → Select Format for download
See the Onboarding Status article for more information about what the Progress & Status columns mean.
Example Excel Format
Example PDF Format
Onboard Invitations
You can resend an onboarding invitation by going to any onboarding card and clicking the “Resend Invitation” button as shown below. You can also check the Email Log where you can troubleshoot further where needed.
