Modules
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Pages
Data and Documents
15 min
using this widget we can create a page, integrate apis, and configure the page this is useful in fetching data from the documents uploaded by the onboarding customer, for example, if a user uploads a bank statement then the bank statement api will automatically fetch data removing the manual labor of inputting those data we can select the required api from the list of available apis the apis in the list would depend on the chosen country of operation list of available apis 1 india organization vat, cst, tin, https //docs signzy com/api marketplace/beta snec shop and establishment certificate cloned , https //docs signzy com/api marketplace/fssai , https //docs signzy com/api marketplace/icai , ptrc, https //docs signzy com/api marketplace/icsi institute of company secretaries of india , esic, coa, https //docs signzy com/api marketplace/mci search , https //docs signzy com/api marketplace/search by member , https //docs signzy com/api marketplace/search by firm , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, https //docs signzy com/api marketplace/tan validation , https //docs signzy com/api marketplace/fetch company pan roc lei , https //docs signzy com/api marketplace/create organization object , https //docs signzy com/api marketplace/ckyc search gst public apis https //docs signzy com/api marketplace/lej3 search by gstin , https //docs signzy com/api marketplace/pan to gst , https //docs signzy com/api marketplace/pan to gst list note only active gst is fetched in pan to gst identity https //docs signzy com/api marketplace/vehicle basic search , https //docs signzy com/api marketplace/vehicle rc advanced detailed search , https //docs signzy com/api marketplace/aadhaar verification , https //docs signzy com/api marketplace/ksk9 dl extraction , https //docs signzy com/api marketplace/passport extraction , https //docs signzy com/api marketplace/voter id extraction , https //docs signzy com/api marketplace/pan to insurance , https //docs signzy com/api marketplace/ydhm business pan verification , offline aadhaar, digilocker aadhaar, digilocker individual pan, digilocker driving license, https //docs signzy com/api marketplace/gtwd business pan fetch , https //docs signzy com/api marketplace/pan fetch v2 advanced , digilocker v2 individual pan, https //docs signzy com/api marketplace/pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, https //docs signzy com/api marketplace/epan extraction address proof https //docs signzy com/api marketplace/electricity fetch documents https //docs signzy com/api marketplace/cheque extraction , bank account verification, https //docs signzy com/api marketplace/search bank by micr code , https //docs signzy com/api marketplace/search bank by ifsc code , https //docs signzy com/api marketplace/bank statement basic details , finacle fetch due diligence https //docs signzy com/api marketplace/ezmatch 2\ united states of america organization https //docs signzy com/us apis/ssn trace , https //docs signzy com/us apis/global business lite index search identity us passport, https //docs signzy com/us apis/us dl verification , generic passport, global intelligence due diligence https //docs signzy com/api marketplace/ezmatch 3\ uae identity https //docs signzy com/api marketplace/emirates id verification api , https //docs signzy com/api marketplace/qatar national id verification , kuwait id, oman id 4\ malaysia identity malaysia id 5\ other organization vat, cst, tin, https //docs signzy com/api marketplace/beta snec shop and establishment certificate cloned , https //docs signzy com/api marketplace/fssai , https //docs signzy com/api marketplace/icai , ptrc, https //docs signzy com/api marketplace/icsi institute of company secretaries of india , esic, coa, https //docs signzy com/api marketplace/mci search , https //docs signzy com/api marketplace/search by member , https //docs signzy com/api marketplace/search by firm , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, https //docs signzy com/api marketplace/tan validation , kompany, https //docs signzy com/us apis/ssn trace , https //docs signzy com/api marketplace/fetch company pan roc lei , https //docs signzy com/api marketplace/create organization object , https //docs signzy com/api marketplace/ckyc search , https //docs signzy com/us apis/global business lite index search gst public apis https //docs signzy com/api marketplace/lej3 search by gstin , https //docs signzy com/api marketplace/pan to gst , https //docs signzy com/api marketplace/pan to gst list identity https //docs signzy com/api marketplace/vehicle basic search , https //docs signzy com/api marketplace/vehicle rc advanced detailed search , https //docs signzy com/api marketplace/aadhaar verification , https //docs signzy com/api marketplace/ksk9 dl extraction , https //docs signzy com/api marketplace/passport extraction , https //docs signzy com/api marketplace/voter id extraction , https //docs signzy com/api marketplace/pan to insurance , https //docs signzy com/api marketplace/ydhm business pan verification , offline aadhaar, us passport, https //docs signzy com/us apis/us dl verification , generic passport, https //docs signzy com/api marketplace/emirates id verification api , https //docs signzy com/api marketplace/qatar national id verification , kuwait id, digilocker aadhaar, digilocker individual pan, digilocker driving license, https //docs signzy com/api marketplace/gtwd business pan fetch , https //docs signzy com/api marketplace/pan fetch v2 advanced , oman id, malaysia id, digilocker v2 individual pan, https //docs signzy com/api marketplace/pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, global intelligence, https //docs signzy com/api marketplace/epan extraction address proof https //docs signzy com/api marketplace/electricity fetch documents https //docs signzy com/api marketplace/cheque extraction , bank account verification, https //docs signzy com/api marketplace/search bank by micr code , https //docs signzy com/api marketplace/search bank by ifsc code , https //docs signzy com/api marketplace/bank statement basic details , finacle fetch due diligence https //docs signzy com/api marketplace/ezmatch add documents furthermore, we have the option to add documents for instance, if onboarding requires submitting any documents relating to a municipal corporation, we have the option to add another document and customize it accordingly creating document forms here, we will simply choose the template type for each document created the platform provides 3 types of templates for documents extraction screen template this template type helps extract data from the document uploaded by the onboarding merchant by using the ocr technique, and then the extracted data is automatically filled in the application form following api’s support extraction functionality https //docs signzy com/api marketplace/voter id extraction https //docs signzy com/api marketplace/aadhaar verification https //docs signzy com/api marketplace/pan to insurance https //docs signzy com/api marketplace/ydhm business pan verification https //docs signzy com/api marketplace/passport extraction bank account verification https //docs signzy com/api marketplace/bank statement basic details fetch screen template using this template pre fills the form based on the input provided and fetches the data from the respective database for instance, in the below gif, on providing the icai membership number, data is fetched from the icai database and gets auto populated in the form the following apis support fetch functionality all organization apis all https //docs signzy com/api marketplace/lej3 search by gstin public apis https //docs signzy com/api marketplace/electricity fetch https //docs signzy com/api marketplace/ezmatch finacle https //docs signzy com/us apis/global business lite index search https //docs signzy com/api marketplace/search bank by micr code https //docs signzy com/api marketplace/search bank by ifsc code manual data entry screen template these are the forms with custom input fields that are not linked to any apis customizing document template there are many options that we can use to customize our selected template the elements present are as follows a the name of the form b a page header to help us identify its purpose c select the document for the page d to add a widget header e options to upload image files are given multiple image upload zones can be inserted f various elements can be added here according to requirement, using the add element option g while onboarding once the form gets ready from the user's end, this button will submit the data h save the final configurations made i we can switch to different template styles like from extraction screen to manual data entry or vice versa, or from fetch template to manual data entry form j enabling the toggle will show up three options tooltip the merchant gets some additional information just by hovering over the help, a message pops up to upload an image of good quality redirect the merchant will simply be redirected to a page that they can use for reference or as a guide html template in here, we can set up an html page that will be displayed to the merchant while onboarding when he clicks on 'help' k there are various elements present that could be used in customization as per the requirement customizable elements textbox textarea dropdown menu checkbox toggle radio button calendar file upload add image conditional dropdown label repeatable elements 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