Introduction
Create Your First Onboarding J...
Creating Pages/Screens
22min
here we are discussing how to create the basic pages required for an onboarding journey step 1 getting the user's personal information we will be using forms v2 docid\ aduszklkuhq 3w jtpmgf widget it is used to create a page with various customizable input fields it can be used to collect the personal information of the customer with the help of custom widgets and elements there are multiple elements docid\ uvnj3qmnwzlfwkk0kcbw9 which can be used to configure a page, here we have used the element "textbox" to collect information like name, mobile number, d o b, etc we can edit textbox docid\ l 2puiqmrkb4l w2 7dt element to configure as per requirement frontend view during the onboarding journey step 2 create a page to verify the contact number and email id we will create a page using otp verification v2 docid\ ywduw18 cwimm koxesa widget to verify mobile number and email id otp verification is used to verify the mobile number and/or email id of the user; it ensures that the mobile number and/or email id provided by the onboarding customer belongs to them we can customize the otp verification v2 widget using multiple toggle buttons that are present frontend view during the onboarding journey step 3 creating a page for identity verification we will create a page for identity verification with the help of pre built identity apis using data and documents docid\ kkdsfasoltjypqxz ykat widget using this widget we can create a page integrating apis and configure the page this is useful in fetching data from the documents uploaded by the onboarding customer select all the identity apis you want as an option for the user to provide as proof of identity then, the selected identity apis can be configured, as to whether to keep it as extraction screen or manual data entry form (extraction screen is widely used and it is convenient for onboarding customers ) then we can configure each identity api as per requirement by clicking on the "edit" icon beside the text box frontend view during the onboarding journey step 4 creating a page for liveliness check (video verification) we will create a page for liveliness check using the video verification docid 9qhamrpvkh2dbgl011inn widget video verification is a one way video recording that is used to check the liveliness of the person it ensures that the person who has been onboarded is a living person and not a bot we can configure the video verification page by selecting the required options that appear on the screen for customization frontend view during the onboarding journey step 5 creating a page to generate a contract we will create a page to generate a contract for the user to sign by using the contract sdk docid\ d8tepkpynl3gilqt9ucbj widget these contracts are usually presented in the form of checkboxes or electronic signatures and are legally binding it can be configured using the options that are present for customization frontend view during the onboarding journey step 6 application summary the application summary page appears after all the steps required for the onboarding are completed this page is hard coded and the names of the pages used in the journey are used to specify the pages here, the user can review the information that they have provided during the journey and can edit the data in case of any error frontend view during the onboarding journey step 7 thank you page the thank you page is a hard coded page and appears after all the information has been reviewed and successfully submitted by the user if we want to customize the thank you page, we can do so by going to the themes docid\ sfpdl9btjvmxaq8ujg8im tab in the admin portal frontend view during the onboarding journey getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com