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.
- We will be using Forms V2 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.
Forms V2 widget
- There are multiple Elements 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.
Configuring personal info page using elements
Collecting personal information
- 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.
OTP Verification V2 widget
- We can customize the OTP Verification V2 widget using multiple toggle buttons that are present.
Toggle buttons to customize OTP Verification V2
Configuring page to verify contact number and email
Onboarding user enter e-mail ID and contact number
Onboarding user enter the OTP sent to the entered mobile number and email ID
- We will create a page for Identity verification with the help of pre-built Identity APIs using Data and Documents 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.
Data and Documents widget
- 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.)
Selecting the required identity API's
- Then we can configure each Identity API as per requirement by clicking on the "Edit" icon beside the text box.
Digilocker authorization for Proof of Identity
Data is fetched from the uploaded document
- 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.
Video Verification widget
- We can configure the video verification page by selecting the required options that appear on the screen for customization.
Configuring video verification page
Start recording page for Video Verification
Option to submit or retake the video
Video recorded successfully
- We will create a page to generate a contract for the user to sign by using the Contract SDK 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.
Overview of Contract SDK configuration
Contract generated for the user
Adding signers to the contract
- 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.
Application summary
- 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 tab in the Admin Portal.
Thank you page on successful submission
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 [email protected].
Updated 09 Jan 2024
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