Application forms allow you to request additional information from a Client using a configured questionary.

Follow the steps below to request an Application form completion from a Client:

  1. Navigate to the Admin Panel.

  2. Click Banking on the left sidebar.

  3. Go to the Client application forms menu item.

  4. Click Add new in the top-right corner of the tab.

  5. Type the name of a Client you need to assign the Application form to (an existing Application form is required, see How to create an Application form for details).

  6. Select an application form from the drop-down menu.

  7. Click Create to send the request.

Repeated request:

  1. Navigate back to the Client Application forms list.

  2. Click Answers in the request line to see the details.

  3. Click Request again to send the link to the Client’s email again.

Related pages

Application forms
How to create an Application form