Forms
Last updated
Last updated
Our Form Feature empowers businesses to create and manage custom forms to collect additional client information during the KYC process. These forms enable you to ask specific, business-relevant questions, ensuring all necessary data is gathered and stored in one place. You can create multiple forms tailored to application types, providing flexibility to meet your requirements.
Once forms are created, they can be easily linked to application types. This allows your customers to complete the required forms seamlessly while undergoing KYC checks through their app. All collected information is stored in one place, streamlining the onboarding process and reducing the need for back-and-forth communication.
Start a new form by clicking the “+ New Form” button and follow these simple steps:
Step 1: Create a Form
Step 2: Add Sections to the Form
Step 3: Add Questions to Each Section
Step4: Review and Submit the Form
Step 1: Create a new Forms
Start a new form by clicking on the “+ New form” button
Provide a name and description for your form. The Form name and Description are essential components that define the purpose and content of your form.
Form name: The form name should clearly reflect its purpose, making it easy for users to understand its intent. It can align with similar forms used during customer onboarding. A well-defined name helps users quickly identify and distinguish between different types of forms, especially when managing multiple forms.
Form description: The description provides a brief overview of the form’s purpose and the type of information it collects. It ensures users understand why the form is being used and what they need to complete it.
Example:
Form name: Business registration form
Form description: This form gathers essential business details from customers, such as company name, registration number, and payment information.
Step 2: Add sections to the form
Organising your form into sections helps improve its structure, usability, and logical flow, making it easier for users to complete.
Divide the form into distinct sections based on the type of information you need to collect.
You can include up to 5 sections in one form, each with a clear section title and description.
Example:
Section 1:
Title: Business Details
Description: Provide the basic details about your business, such as name and registration number.
Section 2:
Title: Contact Information
Description: Enter contact details for your business, including the primary contact person.
Once you have defined the section titles and descriptions, you can add up to 10 questions per section based on your business requirements. These questions should be tailored to gather the specific information you need from your clients.
You can easily rearrange the order of questions within each section to maintain a logical flow. Simply drag and drop the questions up or down to adjust their placement.
Below are the available answer types that mobile users can provide in response to your questions:
Short text:
A simple text field where users can input brief answers. Ideal for short pieces of information like names or small details.
Example: What is your full name?
Long text:
A larger text field for longer, detailed responses. Perfect for questions that require more explanation.
Example: Please describe the nature of your business.
Number:
A numeric input field for numbers only makes it easy for users to enter things like registration numbers, amounts, or quantities.
Example: What is your company registration number?
Date:
A date picker that allows users to select a date easily. This is great for questions involving specific dates like birthdates or company founding dates.
Example: What is your company's founding date?
Multiple select:
Allows users to select more than one option from a list. Ideal for questions where more than one answer may apply.
Example: Which of the following services does your business provide?
(Select all that apply) Options:
Consulting
Development
Marketing, Design
Choice (single select)
Users can select only one option from a list. This is used for questions where only one answer is appropriate.
Example:
What type of business structure do you have?
Options 1: Sole Proprietor
Options 2: Partnership
Options 3: Corporation
By choosing the right answer types, you ensure that your mobile users have a smooth experience while submitting their information.
Step4: Review and submit the form
Once you have added sections and questions to the form, you can easily review it. If needed, you can make edits to the questions or sections, or delete them. Once you are satisfied with the structure, simply click "Finish" to create the form. Your form is now ready, and you can easily add it when creating an application type.
