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Onboarding Procedure

Information needed to set up your CAVO® instance

Emily McMakin avatar
Written by Emily McMakin
Updated over 5 years ago

We need to know a few things about you and your business in order to spin up a new CAVO® instance. Advent's Client Services team will coordinate the gathering of this information, provide access to your CAVO® instance, and then set a training date with you and your team.

Here are a few items that will help us get your instance running quickly.

  • Company Name

  • Company Address

  • Company City

  • Company State

  • Company Zip

  • Case Label 1

  • Case Label 2

  • List of Supervisors

  • Company Logo

  • Instance Name

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