Onboarding Form
The Master Registration Form defines which steps, fields and sections appear in the Companies area, where you add new funders or customers.
By default, it's made up of Steps, Sections, and Fields:
Step: A major part of the form that groups related sections together.
Section: A group of related fields under a heading within a step.
Field: A single piece of information you want to collect (e.g., company name, registration number, dropdown for country).
Standard Steps and Sections
Company Details & Address: Company Details, Registered Address, and Trading Address
Representatives & Owners: Representatives & Directors, Parent Companies, and People of Significant Control
Business Profile: Business Profile, and Financial Performance Metrics
Documents: Additional Documents & Contracts
Bank Accounts: Bank Accounts