--- title: Main workflow Pascal Onboarding description: Everything you should know when starting to use Pascal Onboarding. --- [Skip to content](https://help.vartion.com/main-workflow-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) # Main workflow Pascal Onboarding Pascal's Onboarding module assists in review new and existing clients in which collaboration takes place. Assisting in sending out customised questionnaires, performing screenings and verifications on individuals encountered during the onboarding process, and approving the review process to finalise.  To create a client and initiate the onboarding process the following steps can be followed:  1. Navigate to the **Home** page or the **Clients** page and press the **New client** button. 2. Click on the **Client name** field to fill in the name of the new client. 3. Optionally, in new clients a description of the client can be provided in the **Description** text area and an identified can be added in the **Identifier** field. 4. In the **Assignee** field, provide the assignee responsible for the client. 5. Press the **Next** button when you have inserted all information. 6. In the new section, provide additional client information. First specify if the client is a **Person** or a **Business**. Then provide contact information. 7. Press the **Next** button when you have inserted all information. 8. In the new section, provide if you would like to immediately initiate a review in the **Review type** option. If a review type is chosen, the form for the review can be chosen in the **Form** field. 9. Press the **Next** button when you have selected the review and form. 10. In the new section, provide the external users who should be send the form. You can add multiple users, if more people should access the form. 11. Then, press the **Create client** button. The client page shows all details about the review process you just initiated. In the top section the current active review is presented. The form can show the status **Waiting for client**, **Submitted by client** and **Completed**. Cases within the current review shows you entities identified in the current active review, and cases already present in the client before the latest review started, are shown in the cases section. You can add cases via the **Add case** button, or open a case by clicking on the case itself. The approval section of the current active review can only be started after the forms are all completed. The external user(s) must submit all forms, and the internal user must submit all forms after reviewing them. The approval can be started by selecting the **Start internal approval** and adheres to policies regarding the client risk and available approval flow of the client risk. ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-13-2026-10-37-23-0072-AM.png?width=670&height=418&name=image-png-Oct-13-2026-10-37-23-0072-AM.png)   If the external team needs to be expanded, this can be done by selecting **Invite external users** on this section of the page.  The Forms card shows all the forms sent out to externals for this client. Here, you can also monitor the progress of the forms by those externals. The **External assignee** is the person from the client who is assigned to complete the send form.   An email will be sent to them with a link to access the form. After using this link, a verification code will be sent to their email address to fill in before the form can be accessed. After all required questions are answered, the button ‘Submit for approval’ should be used to finish the form.  An email will be sent to them with a link to access the form. After using this link, a verification code will be sent to their email address to fill in before the form can be accessed. After all required questions are answered, the button **Submit for approval** should be used to finish the form.   After the form is finished and submitted, the client's assignee will receive an email to inform that the form was submitted by the externals. Now, the internal team can open the form to review the filled in information from the externals and optionally answer any internal questions in the form as well. After all internal questions are answered and the answers from the externals are reviewed, the form can be submitted for approval by pressing the **Submit for approval** button on the form page. Entities provided in the form by the external can also be used to initiate an entity screening with. This can be done in the **Cases** section of the current review, by pressing the **Add suggested case** button. You can also add additional cases, which were not identified in the form, via the **Add case** button.   Now, the internal approval can start. The default approval template for the risk of the client will be used by default. Based on the policy configuration of the account, it can be possible to deviate from the default approval template with a professional judgement note. ![](https://help.vartion.com/hs-fs/hubfs/image-png-Oct-13-2026-11-00-54-7584-AM.png?width=670&height=418&name=image-png-Oct-13-2026-11-00-54-7584-AM.png) Now, the function(s) mentioned in **Step 1** will have to approve the onboarding of the client first. Then, users with the function(s) mentioned in **Step 2** will have to review and approve or decline the onboarding and so on until all steps have been completed. After all approval steps are completed and the client is approved, the review of the client is completed. You can always check past reviews in the **Reviews** card and download the review there.   **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/knowledge/general?hsLang=en#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.