How to create a Form

To onboard clients in Pascal Onboarding, a form is sent to the client to provide specific information. The available forms to sent out, are the forms created in the Forms section.

To create a new onboarding form template, the below steps can be followed: 

1. Within the Onboarding module, click on the Forms section in the top bar.
2. Press the Create form button, in the top of the page. 

The new form can be renamed by selecting the Rename button in the left top section of the page.

It is also possible to group questions into different sections. To add a new section, press the Add section on the left side of the page under Sections. Here, you can also switch to different sections to add questions in the created sections. 

Sections can be renamed by selecting the Rename button on the top of the page next to the current section name. Here, you also have the option to add additional information about the section by enabling Include description.

Several types of questions are available to use in the form: 

• True / False – Question in which one option can be chosen. 
  • Follow-up questions can be added to ask after one specific option is selected. When adding a follow-up question, all types of questions can be chosen to ask next. If the following question is a True / False question as well, no follow-up questions can be added in the second True / False question.
• Number – Question in which the answer can only be a number.
• Drop down – Question in which the answer can be chosen from a preset selection. 
• Short answer – Question in which the answer can be typed in a text field.
• Paragraph – Question in which the answer can be typed in a bigger text field.
• Date picker – Question in which a date can be provided as answer.
• File upload – Question in which files can be uploaded. 
• URL – Question in which a URL can be provided as answer. 
• Country selector – Question in which a country can be chosen from a selection of all countries. 
• Currency selector – Question in which a currency can be chosen from a selection of currencies.
• Person entity – Question in which the name, and potential other information, of a person is asked. The information provided can later be used to initiate a person screening in Pascal Screening. 
  • Default only one person's details can be provided. By turning on ‘Allow users to add multiple persons’, more than one person's details can be provided in this question. 
  • The option ‘Require identification of person using Veriff’ can be enabled to verify the person’s identity during the onboarding process as well. 
• Business entity - Question in which the name, and potential other information, of a business is asked. The information provided can later be used to initiate a business screening in Pascal Screening.
  • Default only one company's details can be provided as an answer. By selecting ‘Allow users to add multiple businesses’, more than one company's details can be provided in this question. 
• Repeater - Question in which a specific section of questions can be answered several times. 
• Phone number - Question in which a phone number can be provided as answer.

When adding questions to the Onboarding form template, there are some options available to enable in each question: 

• Allow multiple answers – Some questions have the option to allow multiple answers. Default this option is turned off.
• Asses risk - Some questions have the option to allow risks to be attached to question answers. Default this option is turned off. 
• Optional – When ‘Optional’ is turned off, the question is mandatory to be filled in for the form to be completed. Default this option is turned off.
• Internal – When ‘Internal’ is turned on, the question will only be visible to users of the Onboarding platform. When an external user is filling in the form, this question will not be shown. Default this option is turned off.
• Up and down arrow – The arrows in the top right corner of the question, can be used to move questions up or down in the Onboarding form template.
• Subtitle – All questions have the option to add a subtitle to the question. By selecting “Add subtitle”, a subtitle can be added.
• Duplicate – All questions have the option to duplicate the question with the copy button, which can be found next to the question type at the top of the question.
• Delete – All questions have the option to delete from the form with the delete button, which can be found next to the question type at the top of the question.

Finally, when all relevant sections and questions have been added to the form. Afterwards, the form can be saved by pressing the Publish button in the top right corner. 

If some questions are missing required information, pressing the Publish button will mark the sections where incomplete questions are present. You can navigate to the section where questions need to be completed, the questions requiring your attention will indicate in red where changes are required.