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Digital Onboarding Bundle
Welcome new clients in one step — collect their details, photo ID, signed agreement, and payment authorization from a single branded form.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Photo ID
4 fields filled
Full Name
Date of Birth
ID Number
ID Expiry
Signed Agreement
4 fields filled
Company Name
Agreement Date
Signatory Name
Term
Every field this template collects. Without extraction your client copies all 14 values off their own documents by hand — and still sends you the 2 files.
- Client sends
- 2
- 2 files to upload
- Client types
- 6
- the rest is read for them
- AI fills
- 8
- extracted from the files
- On the form
- 14
- fields in total
Start with Digital Onboarding Bundle
Import the template and send your first request in minutes.