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New Client Account Procedure

New Client Account Procedure

I created this new client account procedure for a client and have anonymized it. Some details pertinent to the client have been removed and the form number has also been changed. Sometimes a procedure is only one or two pages, but it is used often, and vital to the company.

PDF: New Account Opening Procedure

Tools Used: Microsoft Word, Acrobat Pro

Skills: Technical writing and interviewing

Use: Company procedures are important to document. Technical writers document procedures by interviewing subject matter experts and writing the steps in which a process must be completed.

A group of executives are around a conference room table. Two women executives are shaking hands and smiling.

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