EasySend: document processing features and setup

Overview

EasySend suits a business that needs to collect details and documents from a customer through a defined process, from onboarding through renewal, without sending files by email. Build digital forms, signatures, and steps for each process type. Before expanding to all products, start with one process that has clearly defined required fields and a path for when a document is missing. An overly long form will increase abandonment even if the system is stable.

Features

• Build customer journeys around documents and forms
• Collect details from signature through renewal
• Manage steps when a document is missing or rejected

Business uses

• Onboard a new customer with identification documents and an agreement
• Renew a policy or contract with a digital signature

Getting started

• Map one paper process to its required fields and documents.
• Build a test flow with non-identifying data.
• Check a missing document, a rejection, and a completed signature.

What to check

• Check where documents are stored and who can download them.
• Do not request a document that is not needed for the current step.