A process of your own.
Configure the right starting point.
When your process does not fit a standard category, start with a custom form and shape the application around your service request or customer onboarding journey.
Discuss otherStart with the request.
Shape it for the work.
Select the predefined application sections that fit, tailor their labels and fields, and add custom questions within each section. Configure a separate Product Offering when a different process needs different information.
- Client onboarding
- Service request
- Custom form
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Customer or organisation details
- The request, service, or relationship type
- Requirements, preferences, and declarations
- Any additional questions specific to your process
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Identity or organisation evidence where required
- Supporting material relevant to the request
- Forms or records your team needs to review
- Custom document requirements for each offering
A review path
your team can follow.
Assign application and document sections to Workflow stages and configure user-type access. Your team can review, request corrections, and record permitted decisions with optional notes.
- 01Choose a custom form or service request
- 02Configure information and evidence needed
- 03Assign review access by user type
- 04Record corrections and the permitted outcome
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how other applications, documents, and review could fit your process.