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Learn More:

• How to import a Form into a process
• How to import a Spreadsheet into a process
• How to import an e-contract into a process
• How to add a Payment request module into a Process
• How to add a Task to be completed to your Process
• How to display a welcome message to clients
• How to collect custom information as part of the onboarding
• How to redirect clients to another page after onboarding is completed
• How to add an html script to the process (Chatbot)
• How to translate the portal to your end-user's language
• How to use prevalidation (KYC verification)
• How to create a scoring criteria
• Changing your end-user's interface colors & background