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  1. Toolbx
  2. Shoobx Orientation

Shoobx Orientation

New to Shoobx? Find information here about everything from activating your account to running your first workflow!

Shoobx Overview

  • Shoobx Best Practices
  • Navigating Shoobx
  • What is Shoobx?
  • Shoobx 101
  • What is a Workflow?
  • An Overview of the Workflows And Document Templates Offered By Shoobx

Account Setup

  • New Account Verification Code
  • · Adding a Credit Card and Updating Billing Contact
  • Activating Your Account
  • Resetting and Changing Your Password

Shoobx Onboarding

  • Onboarding 101
  • · Onboarding Documents
  • Shoobx Onboarding: What to Expect
  • · Knowing Your Company's Charter
  • How to Determine Your Board
  • Fundraising Documents
See all 9 articles

Counsel Involvement

  • What Entrepreneurs Can't Do Without A Lawyer In Shoobx
  • · Counsel Involvement 101
  • · Register Legal Counsel
  • Adding Law Firm Team Members
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