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Corporate Onboarding Form

Overview

Corporate Onboarding Form is a mandatory requirement for all corporate clients who wish to begin using PropXCRM. This form must be completed and submitted to the PropXManage team before access to the system can be granted. The form ensures proper verification of corporate credentials and user authorization for secure access to the property management platform.

Page Content

The Corporate Onboarding Form is available as a downloadable PDF document that contains all necessary fields for corporate registration and user setup. The form is designed to capture comprehensive information about your organization and the team members who will be using PropXCRM.

Form Availability: The form is available as a downloadable PDF that can be filled out digitally or printed for manual completion.

Submission Process: Once completed, the form must be signed by an authorized representative and submitted to the PropXManage team for processing.

Processing Time: Corporate onboarding requests are typically processed within 2-3 business days after form submission.

How to Use

Step 1: Download the Form

  1. Click the download link provided below to access the Corporate Onboarding Form PDF
  2. Save the PDF to your computer or device
  3. Open the PDF using Adobe Acrobat Reader or any compatible PDF viewer
  4. Verify form completeness before proceeding to fill it out

Step 2: Fill Out Corporate Details

  1. Company Name: Enter your complete legal company name
  2. Email Address: Provide the primary corporate email address
  3. Phone Number: Include the main corporate phone number with country code
  4. Address: Enter the complete registered business address
  5. License Number: Provide your business license or registration number
  6. Country: Select your country from the dropdown list
  7. City: Enter your city name
  8. State/Province: Include state or province if applicable
  9. Postal Code: Enter your postal or ZIP code

Step 3: Add User Details

  1. User 1 (Primary Contact):
  2. First Name and Last Name
  3. Email Address (must be different from corporate email)
  4. Phone Number
  5. Country
  6. Role: Select from User, Manager, or Admin
  7. User 2 (Optional):
  8. Complete the same details as User 1
  9. Ensure unique email address
  10. User 3 (Optional):
  11. Complete the same details as User 1
  12. Ensure unique email address

Step 4: Review and Sign

  1. Review all information for accuracy and completeness
  2. Digital signature: Use Adobe Acrobat Reader to add digital signature
  3. Print and sign: Alternatively, print the form and sign manually
  4. Date the form with the current date

Step 5: Submit the Form

  1. Email submission: Send the completed form to info@bri-alg.com
  2. Subject line: Use "Corporate Onboarding Form - [Your Company Name]"
  3. Attach the PDF: Include the completed and signed form as an attachment
  4. Confirmation: Wait for confirmation email from the PropXManage team

PDF Form Fields

Corporate Details Section

  1. Company Name (Required)
  2. Legal name as registered with authorities

  3. Must match official business registration

  4. Email Address (Required)

  5. Primary corporate email address

  6. Will be used for official communications

  7. Phone Number (Required)

  8. Main corporate phone number

  9. Include country code (e.g., +971 for UAE)

  10. Address (Required)

  11. Complete registered business address

  12. Street address, building, floor, etc.

  13. License Number (Required)

  14. Business license or registration number

  15. Trade license number for UAE companies

  16. Country (Required)

  17. Select from dropdown list

  18. Must match business registration country

  19. City (Required)

  20. City where business is registered

  21. Must match official registration

  22. State/Province (Optional)

  23. State or province if applicable

  24. Leave blank if not applicable

  25. Postal Code (Required)

  26. Postal or ZIP code
  27. Must be valid for the specified city

User Details Section (Up to 3 Users)

User 1 (Primary Contact - Required)

  1. First Name (Required)
  2. Last Name (Required)
  3. Email Address (Required - must be unique)
  4. Phone (Required)
  5. Country (Required)
  6. Role (Required - User, Manager, or Admin)

User 2 (Optional)

  1. First Name (Optional)
  2. Last Name (Optional)
  3. Email Address (Optional - must be unique if provided)
  4. Phone (Optional)
  5. Country (Optional)
  6. Role (Optional - User, Manager, or Admin)

User 3 (Optional)

  1. First Name (Optional)
  2. Last Name (Optional)
  3. Email Address (Optional - must be unique if provided)
  4. Phone (Optional)
  5. Country (Optional)
  6. Role (Optional - User, Manager, or Admin)

Example Use Case

ABC Property Management LLC wants to onboard their team to PropXCRM. The company's HR manager, Sarah Ahmed, downloads the Corporate Onboarding Form and fills in the corporate details including their Dubai trade license number (123456789) and registered address in Business Bay. She adds three users: herself as Admin, the property manager as Manager, and the accounting assistant as User. After completing all fields, she digitally signs the form and emails it to info@bri-alg.com with the subject "Corporate Onboarding Form - ABC Property Management LLC". Within 2 business days, she receives confirmation and login credentials for all three users.

Tips

Form Completion

  • Use accurate information that matches your official business registration
  • Ensure email addresses are unique for each user
  • Double-check license numbers and registration details
  • Use professional email addresses for all users
  • Complete all required fields before submission

Submission Best Practices

  • Use clear subject line with your company name
  • Attach only the completed PDF (no additional documents unless requested)
  • Send from official corporate email address
  • Keep a copy of the submitted form for your records
  • Follow up if you don't receive confirmation within 3 business days

Role Selection Guidelines

  • Admin: Full system access, can manage users and settings
  • Manager: Can manage properties, contracts, and reports
  • User: Basic access to assigned properties and tasks
  • Choose roles carefully as they determine system access levels

Troubleshooting

  • Form won't open: Ensure you have Adobe Acrobat Reader installed
  • Can't add signature: Try printing and signing manually, then scanning
  • Email rejected: Check file size and ensure PDF is not corrupted
  • No response: Check spam folder and follow up via phone at +971503637935

Download Corporate Onboarding Form: Corporate Onboarding Form (HTML) | Text Version

Submit Completed Form: info@bri-alg.com

Support: +971503637935