1.Create a process
A process is a checklist which needs to be completed by your clients./.
For example :
Contact details
ID documents
Proof of residence
This checklist is fully customizable (content, design, etc.) and you can create several procedures, each adapted to a specific need.
2. Receive completed application from your contacts
Once your process is created, you can send it to your contacts (clients, partners, employees, etc.) so they can complete it. They will then provide you with the elements requested in complete security from a computer or their mobile phone.
Read this article to learn how to share your process with your clients.
3. Manage the received applications
Once your contacts have received and completed their files, you are notified by email or SMS and all you have to do is check the information and documents provided. If necessary, you can even communicate directly with your contacts via an integrated messaging system.
Read this article for more details on managing applications.