--- title: Introduction to Pascal Onboarding description: Everything you should know when starting to use Pascal Onboarding. --- [Skip to content](https://help.vartion.com/introduction-to-pascal-onboarding#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [Onboarding](https://help.vartion.com/onboarding?hsLang=en) 3. [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding?hsLang=en#getting-started-with-pascal-onboarding) # Introduction to Pascal Onboarding **Pascal Onboarding** is a flexible platform which enables you to streamline your compliance processes, in which you onboard clients where collaborations take place. Creating customised forms to suit specific situations, verify individual’s identities, support for internally reviewing and approving the process and perform screenings on individuals and companies encountered during the onboarding process is all possible within **Pascal Onboarding**.    ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-12-2026-08-44-11-9901-AM.png?width=589&height=302&name=image-png-Oct-12-2026-08-44-11-9901-AM.png) See in one overview the progress of the onboarded client, the external team and the internal people responsible for the onboarding. Send out forms to the external team to inquire information. Additional or follow-up forms can be sent out. For example based on the answers provided. After the external team has submitted the form, internal questions will be answered by the internal team, based on the answers provided by the external team and client information.   ![Introduction\_to\_Pascal\_Onboarding\_3](https://help.vartion.com/hs-fs/hubfs/Screenshots%20from%20bookstack/Onboarding/Introduction_to_Pascal_Onboarding_3.webp?width=544&height=254&name=Introduction_to_Pascal_Onboarding_3.webp) In **Pascal Onboarding**, forms sent out to the external team can be fully customised. Different templates can be saved for different situations.   ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-12-2026-08-48-05-6329-AM.png?width=504&height=273&name=image-png-Oct-12-2026-08-48-05-6329-AM.png) Entities which are found in forms, are displayed in the **Cases** card. These can be followed up by sending them an additional form, screening the entities in **Pascal Screening**or sending them a form for identity verification.    ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-12-2026-08-51-12-9438-AM.png?width=515&height=218&name=image-png-Oct-12-2026-08-51-12-9438-AM.png) After all the forms are completed, the internal approval can start. Here, a customised risk-based approval flow can be chosen. A global policy indicates if you can deviate from the default approval template for the client's risk to a lower risk's approval template. Users with the specified function of an approval step can approve the current step. If the client onboarding is rejected, the process will jump back to the **In progress** stage. A comment can be added to inform why it was rejected and assigned back to a colleague. This colleague can then resend a form, review the form again or review the internal questions and answers.    ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-12-2026-08-56-55-2425-AM.png?width=670&height=278&name=image-png-Oct-12-2026-08-56-55-2425-AM.png) Finally, all activity for the onboarded client can be viewed in the **Activity log**. And the filled in forms can be downloaded by pressing the download button next to the forms. ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-12-2026-08-58-32-3377-AM.png?width=670&height=248&name=image-png-Oct-12-2026-08-58-32-3377-AM.png)   **This documentation, including images, videos and text, is accurate as of Version 8.0 of Pascal.** We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to [the latest release notes](https://help.vartion.com/general#release-notes) and to use the feedback mechanism for any discrepancies or requests for clarification.   - [General](https://help.vartion.com/general?hsLang=en#main-content) - [Release Notes](https://help.vartion.com/general?hsLang=en#release-notes) - [What's New](https://help.vartion.com/general?hsLang=en#whats-new) - [Risk Classification Settings](https://help.vartion.com/general?hsLang=en#risk-classification-settings) - [HubSpot](https://help.vartion.com/general?hsLang=en#hubspot) - [User Account Settings](https://help.vartion.com/general?hsLang=en#user-account-settings) - [General](https://help.vartion.com/general?hsLang=en#general) - [Billing](https://help.vartion.com/general?hsLang=en#billing) - [Organisation Settings](https://help.vartion.com/general?hsLang=en#organisation-settings) - [Integrations](https://help.vartion.com/general?hsLang=en#integrations) - [Zapier](https://help.vartion.com/general?hsLang=en#zapier) - [Screening](https://help.vartion.com/screening?hsLang=en#main-content) - [FAQ](https://help.vartion.com/screening?hsLang=en#faq) - [Cases](https://help.vartion.com/screening?hsLang=en#cases) - [Clients](https://help.vartion.com/screening?hsLang=en#clients) - [Statistics](https://help.vartion.com/screening?hsLang=en#statistics) - [Getting Started with Pascal Screening](https://help.vartion.com/screening?hsLang=en#getting-started-with-pascal-screening) - [Results in Pascal](https://help.vartion.com/screening?hsLang=en#results-in-pascal) - [Notifications in Pascal Screening](https://help.vartion.com/screening?hsLang=en#notifications-in-pascal-screening) - [Screening Settings](https://help.vartion.com/screening?hsLang=en#screening-settings) - [Onboarding](https://help.vartion.com/onboarding?hsLang=en#main-content) - [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding?hsLang=en#getting-started-with-pascal-onboarding) - [Onboarding Settings](https://help.vartion.com/onboarding?hsLang=en#onboarding-settings) - [Clients](https://help.vartion.com/onboarding?hsLang=en#clients) - [Transactions](https://help.vartion.com/transactions?hsLang=en#main-content) - [Getting Started with Pascal Transactions](https://help.vartion.com/transactions?hsLang=en#getting-started-with-pascal-transactions) - [Settings](https://help.vartion.com/transactions?hsLang=en#settings) [![vartion\_logo@0,5x-1](https://help.vartion.com/hs-fs/hubfs/vartion_logo@0%2c5x-1.png?width=125&height=45&name=vartion_logo@0%2c5x-1.png "vartion_logo@0,5x-1")](https://vartion.com)   Copyright © 2025, Vartion B.V.