Membership process

Created by Bubblz team

The membership process allows you to deal efficiently with your new membership requests. Save time by automating the sending of public forms by email and by allowing them to sign and provide all documents and informations you need.

The membership process

Would you like to follow all your new membership requests ? Would you like to collect easily all documents you need from new collaborators ? Bubblz is here ! 

You have two entry points to create a new member :

  • By filling in a form directly within the platform Bubblz;
  • Anyone can directly fill in a public form available on your website, you will be automatically informed.

Once the file within your process, you will be able to upload all documents to communicate to your new member.  Then send a public form to this new member. The recipient will be alble to visualize and download documents but also to upload you some documents if you want it.  You will be automatically inform of the reception of the documents.
After documents verification :

  • If the contract has been completed and signed and if the documents provided are corrects, you can archive the file, a notification email will be sent to your new member to confirm the receipt for the documents;
  • If there is a mistake in the documents provided, you can return the elements indicating what is incomplete, a new public form will be sent to him.

Why using this process ?

  • Oversee all your new members;
  • Deal with your files through automatic notification emails;
  • Allow your new members to interact easily with you through public forms. 

    Save 29 minutes per project

    Import this process for free