From XU Magazine, 
Online News

Product Announcement – Post verification forms

October 30, 2023

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://stackgo.io/identitycheck/product-announcement-post-verification-forms/

We’re delighted to share a new feature we’ve been working hard on for the past few months.

Post-verification forms enable you to seamlessly onboard new customers alongside a verified ID.

Capturing all the required information from clients can be cumbersome and disjointed. Existing online form technology can lack the sophisticated features required, and businesses often resort to traditional methods like sending a PDF, Word document, or even paper-based data collection.

That’s why we built the Post Verification form. After someone is verified, you can now collect Proof of Address, employment contracts, Tax File Numbers, Social Security, company registration numbers, certificates or insurance, and even basic e-signatures.

Forms possess a variety of powerful features including over 20 field types, field verification, multi-page design, and logic jumps. You can preview the form on a variety of devices to ensure it’s perfectly legible, and don’t be afraid – you don’t need any coding skills to get a basic form up and running!

How post-verification forms work

1. Create one or multiple forms in your account settings.

New form

2. Configure the form to your requirements

Over 20 field types including file uploads, field verification, simple e-signature, and logic jumps.

Configure form

3. Preview the form on different device formats

Form preview

4. Enable which form you would like to trigger for different integrations

Form trigger

5. After the user confirms their identity they are invited to “continue”

Post verification form continue 1
On mobile
Post verification form continue
On desktop

6. The form is presented to the user and results saved on their verification page.

post verification live

Pricing

At this time, post-verification forms are included for free for the next 12 months for all current IdentityCheck subscribers, and anyone signing up before the end of 2023.

Next steps

Feel free to try setting up your post-verification form here. If you’d like a demo or to discuss your requirements, please book a meeting with me.

Why leave it there?

To find out more about StackGo

Straight to your inbox

Subscribe to our newsletter for updates as they happen
We hate spam too. We NEVER sell our mailing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.