IT: capture client registrations and create complete profiles with documents
IT: capture client registrations and create complete profiles with documents
IT admins see registration forms miss ID uploads, creating compliance risk. This flow creates customer profiles and attaches IDs, ensuring operations start onboarding faster.
Overview
Missing ID uploads create compliance exposure and stall onboarding. Convert form submissions into complete customer profiles with linked ID files to create an auditable intake process. Operations get faster handoffs and far fewer manual steps.
Notable Features
- Create customer records from forms
- Attach identity documents to profiles
- Notify ops about missing documents