You can create a bespoke customer onboarding flow in three easy steps:
- Create a form (click -> ‘New’ -> ‘Form’). The form can include a number of different fields and document upload buttons. You decide what data is required or optional.
- Create a signing template (upload a document, then click ‘Document Template’ and ‘choose document’, then select the document you just uploaded; go through the wizard and save the signing template)
- Create a workflow (click -> ‘New’ -> ‘Workflow’). A workflow is a collection of steps. Each step is either a form, a contract or a direct debit mandate. First, choose what type of step you require (for example, ‘a form’). Then choose the form you have created to be placed in that step. Then move to the next step (for example, ‘document signing’). Pick the signing template you have created. Then move to the next step (for example, ‘GoCardless payment’). Define the amount and title of payment. Please note that you need to enable ‘GoCardless’ integration first in your settings to use this step. Finally, click ‘create workflow’.
Once created a workflow can be deployed directly from MyDocSafe (click ‘send by email’) or from any mail client (click ‘share’, then copy the link to the workflow that appears above its name and paste it into your favourite mail client).
Responses to the workflow can be tracked in ‘responses’ tab. You can see which user completed each step and can easily see the results of each step. All underlying results (files, signed contracts, form results) will be saved in the folder in which the workflow was created.
At the end of the process the customer will have filled the forms, signed an agreement and created a direct debit mandate.