> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Virtual Office Onboarding

> The multi-step onboarding wizard for virtual office members.

# Virtual Office Onboarding

The virtual office onboarding flow guides new virtual office members through a structured setup process, collecting company details, personal information, identity verification, and mail handling preferences.

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=29a8dd05d7e0e6a14b7e40b885f4aea5" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding.png" />
</Frame>

## Onboarding steps

The wizard uses a visual progress stepper so members always know where they are in the process.

| Step | Name                      | Description                                                          |
| ---- | ------------------------- | -------------------------------------------------------------------- |
| 1    | **Company details**       | Company and contract information, including director/contact details |
| 2    | **Personal details**      | Member's personal information                                        |
| 3    | **Identity verification** | Document upload for identity checks (conditional — only if required) |
| 4    | **Mail preferences**      | Mail and delivery handling preferences                               |
| 5    | **Complete**              | Confirmation screen indicating setup is finished                     |

### Dynamic step count

If your location does not require identity verification, step 3 is automatically skipped and the wizard adjusts to show fewer steps.

## Key features

* **Smart routing** — the wizard detects which steps have already been completed and skips them on return visits.
* **Exit confirmation** — if a member tries to leave mid-process, a modal asks for confirmation to prevent accidental data loss.
* **Profile mismatch alert** — if the signed-in member doesn't match the expected virtual office profile, a warning is displayed.
* **Custom signup fields** — form fields adapt based on the tariff/plan the member has selected.
* **Director/contact form** — collects information about company directors or other contact persons.
* **Step-by-step navigation** — members can move forward and backward between steps using next/back buttons.

## Form sections by step

### Step 1 — Company details

* Company name and registration
* Contract information
* Director/contact person details

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=29a8dd05d7e0e6a14b7e40b885f4aea5" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding.png" />
</Frame>

### Step 2 — Personal details

* Full name, address, contact information
* Same fields as the personal information page, scoped to onboarding

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding-step-2.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=13f705313d70b28b0adbd80701633103" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding-step-2.png" />
</Frame>

### Step 3 — Identity verification (conditional)

* Upload identity documents (passport, ID card, etc.)
* Only displayed when `RequiresIdentityChecks` is enabled for the location

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding-step-3.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=b88e5983fc9646bbd6a05d1cb7cc78aa" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding-step-3.png" />
</Frame>

### Step 4 — Mail preferences

* Delivery handling instructions
* Forwarding preferences
* Notification settings for incoming mail

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding-step-4.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=3584d31bc36c27622ae56bda9a74ccd2" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding-step-4.png" />
</Frame>

### Step 5 — Completion

* Confirmation that onboarding is complete
* Links to the dashboard or next steps

<Frame>
  <img src="https://mintcdn.com/nexudus/3uq2uFFd29w-bweY/images/member-portal/vo-onboarding-step-5.png?fit=max&auto=format&n=3uq2uFFd29w-bweY&q=85&s=374cdb73a19242243ddc840f0cbaeec8" alt="Virtual Office Onboarding" width="2560" height="2196" data-path="images/member-portal/vo-onboarding-step-5.png" />
</Frame>

## State detection

The onboarding flow tracks completion status through metadata flags:

| Flag                     | Effect                                                      |
| ------------------------ | ----------------------------------------------------------- |
| `RequiresIdentityChecks` | Controls whether the identity verification step appears     |
| `HasSubmittedForm`       | Detects whether the member has already completed onboarding |

<Tip>
  Virtual office onboarding is separate from the standard member registration flow. It is specifically designed for services that require additional
  compliance steps like identity verification and mail handling setup.
</Tip>