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How To Build Your Profile In The Onboarding Process

Learn how to build your profile during the onboarding process right after signing up for an Equa account.

Step 1: Getting Started

  • Click the “Get Started” button on the welcome page

Step 2: Profile Settings

  • Enter as much information as you’d like such as adding a profile photo, adding your phone number, address, social media profile links, and personal website
    • NOTE: The required fields are automatically filled in based on the information provided during the signup process
  • Click the “Save” button

Step 3: Create Your Four Digit PIN

  • Enter your four digit PIN
    • NOTE: This PIN will be used for document signings and future features
  • Click the “Save” button
This completes the process of building your profile in the onboarding workflow
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