Welcome! Below is an overview of the onboarding process. Please follow these steps to get started and refer to the linked documents for detailed instructions. --- ## Step 1: Send Us Your Data If we've discussed sending data, please provide it as a link or in the agreed-upon format. If you're uncertain about what to send, feel free to ask us for clarification! ## Step 2: Tell Us About Your Organization Help us tailor the setup to your needs: - [Download](https://drive.google.com/uc?export=download&id=1WtZiEGuSw60wtGHtBfQmV9YcdMRZH3SO) and fill out the Startup Data form to share details about your organization. - Email the completed form to [email protected]. ## Step 3: Configure Your Accounts Set up your [[General Ledger Accounts]] accounts via the provided link: - [Account General Ledger Form](https://airtable.com/appubA7Y8lzbItnRT/pagM8eY3Onq4prDpy/form). ## Step 4: Upload Your Assets Upload your assets via the provided link: - [Account Assets Form](https://airtable.com/appubA7Y8lzbItnRT/pag1gfHuXxrrRSsq4/form) ## Step 5: Technical Setup 1. Have someone from your technical team set the DNS settings for `canvas.<site>` to point to `cname.vercel-dns.com`. 2. Look out for an email from Postmark for additional instructions on setting up your DKIM and Return-Path DNS records to verify your domain and optimize email delivery. Refer to the [[Setting Up a CNAME Record for Your Canvas Site]] for detailed guidance. ## Step 6: Get Inspired Prepare yourself for all the possibilities: - Check out our [documentation](#) to explore features and best practices. --- For any questions or additional assistance, don’t hesitate to contact us. Let’s get started!