Creating Merchants
This video will give you insight into creating merchants online or in-person. Take a look at the merchant experience of filing out an online application, uploading documents, and signing electronically.
Watch Loom Video
4
MINUTES
Level: Beginner
Custom Brand Your Forms
This video will guide you through updating the default company logo and individual template logo. We will also cover template settings, styles, colors, typography, and adding a redirect link after the form has been completed.
Watch Loom Video
5
MINUTES
Level: Beginner
Video Overview
Update the Default Company Logo
Add Custom Branding
Template General Setting
Update the Individual Template Logo
Return to Using the Company Logo
Updating the Brand Styles & Colors
Updating the Form Width
Showing the End-User Form
Updating the Typography
Adding a Redirect Link after Completion
Update the Default Company Logo
Add Custom Branding
Template General Setting
Update the Individual Template Logo
Return to Using the Company Logo
Updating the Brand Styles & Colors
Updating the Form Width
Showing the End-User Form
Updating the Typography
Adding a Redirect Link after Completion
Building a Form In Your Template
This video will cover editing existing Forms from the Marketplace along with building Forms within your Templates from scratch. Link to Form in this video ~ https://bit.ly/3YeODJ6
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30
MINUTES
Level: Advanced
Editing a Form from a Marketplace Template
Create a Few Test Merchants
Get Comfortable With the User-Interface
Common Use Cases with Editing Forms
Building Forms From Scratch
Creating Sections, Rows, and Columns
Creating Elements ~ Header & Paragraph
Adding Supporting Documents
Conditional Logic for Fields, Sections, and Supporting Documents
Including Integrations
Adding Field ~ Text, Text Area, Email, Website
Adding Field ~ Number, Select, Radio
Adding Field ~ Checkboxes, Phone
Adding Field ~ Address & Merge Field
Adding Field ~ Slider, Adds to Total
Adding Field ~ Repeater, Additional Signers
Create a Few Test Merchants
Get Comfortable With the User-Interface
Common Use Cases with Editing Forms
Building Forms From Scratch
Creating Sections, Rows, and Columns
Creating Elements ~ Header & Paragraph
Adding Supporting Documents
Conditional Logic for Fields, Sections, and Supporting Documents
Including Integrations
Adding Field ~ Text, Text Area, Email, Website
Adding Field ~ Number, Select, Radio
Adding Field ~ Checkboxes, Phone
Adding Field ~ Address & Merge Field
Adding Field ~ Slider, Adds to Total
Adding Field ~ Repeater, Additional Signers
Mapping a PDF Within Your Template
This video will cover PDFs that have been mapped in the Marketplace, swapping PDFs, adding addendums, uploading a new PDF, how to map fields from the Form to the PDF, and adding electronic signatures.
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8
MINUTES
Level: intermediate
Overview and PDFs that have been mapped in the Marketplace
Swapping PDFs
Choosing Multiple Files When Uploading and Swapping PDFs
Deleting and Adding New PDFs
Connecting Form Fields to the PDF
Adding Pricing or Default PDF Field Values
Clicking and Dragging Fields on the left-hand sidebar to the PDF
Adding Signatures, Initials, and Date Signed for Primary Signer and Multiple Signers
Swapping PDFs
Choosing Multiple Files When Uploading and Swapping PDFs
Deleting and Adding New PDFs
Connecting Form Fields to the PDF
Adding Pricing or Default PDF Field Values
Clicking and Dragging Fields on the left-hand sidebar to the PDF
Adding Signatures, Initials, and Date Signed for Primary Signer and Multiple Signers
Electronic Signatures ~ Web, Mobile, and Multiple Signers
This video will cover electronic signatures for a single signer and multiple signers. There will be examples of users signing on the web and on a mobile phone. Under will also provide you with an e-signature confirmation page. We will show you where to locate and download that document.
15
MINUTES
Level: intermediate
Video Overview and Creating a New Template
Uploading a PDF to the Template
Click and Drag Primary Signer Fields from the left-hand sidebar onto the PDF
Click and Drag Primary Signer Signature, Initials, and Date Signed from the left-hand sidebar onto the PDF
Dropdown Menu to Choose Primary Signer or Additional Owners
Electronically Signing the Web Version of the Online Form for the Primary Signer
Locating and Downloading the E-Signature Confirmation Page
Electronically Signing the Mobile Version of the Online Form for the Primary Signer
Utilizing the Additional Owner Field from the Under Dictionary to add Additional Signers on the Form
Click & Drag Sign Fields
Correlating the Signature, Initials, and Date Signed to Signer 2+
e-Signing With Multiple Signers
Process for the Second Signer
View the Data and Signatures
This Setup on a larger MPA (TSYS)
Uploading a PDF to the Template
Click and Drag Primary Signer Fields from the left-hand sidebar onto the PDF
Click and Drag Primary Signer Signature, Initials, and Date Signed from the left-hand sidebar onto the PDF
Dropdown Menu to Choose Primary Signer or Additional Owners
Electronically Signing the Web Version of the Online Form for the Primary Signer
Locating and Downloading the E-Signature Confirmation Page
Electronically Signing the Mobile Version of the Online Form for the Primary Signer
Utilizing the Additional Owner Field from the Under Dictionary to add Additional Signers on the Form
Click & Drag Sign Fields
Correlating the Signature, Initials, and Date Signed to Signer 2+
e-Signing With Multiple Signers
Process for the Second Signer
View the Data and Signatures
This Setup on a larger MPA (TSYS)
Customers Table & Record
This video will cover your Customer Homepage and the individual Customer Record.
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15
MINUTES
Level: Intermediate
Video Overview & Navigate to Customer Homepage
Customer Homepage: Customer Name, Email, Status, Origin, Created & Modified Date, Owner, and Delete
Show Full Name onHover
Search by First Name, Last Name, Email, or Phone Number
Filter by Status, Origin, User, Team, or Date Created & Infinite Scroll
Find Individual Customer
Data Section to Edit or Show the Field Label, Value, Type, and if the field is connected to the PDF
Categories from Template: Personal, Business, Banking, Processing, Other
Show Current Template or Swap Active Template (Beta) & Notes
PDF Section to Update Pricing
Docs Section to View Signed PDF & eSignature Confirmation. You can also upload/download docs here.
Integrations Section to run KYC, KYB, Credit Check, Mastercard Match, Plaid Bank Integration, Twilio MFA, and Google Maps. You can also integrate data into your CRMs like HubSpot or Salesforce
Export Data to CSV or JSON
Status
Request Information for Completion/Signature and Creating New Customers
Customer Homepage: Customer Name, Email, Status, Origin, Created & Modified Date, Owner, and Delete
Show Full Name onHover
Search by First Name, Last Name, Email, or Phone Number
Filter by Status, Origin, User, Team, or Date Created & Infinite Scroll
Find Individual Customer
Data Section to Edit or Show the Field Label, Value, Type, and if the field is connected to the PDF
Categories from Template: Personal, Business, Banking, Processing, Other
Show Current Template or Swap Active Template (Beta) & Notes
PDF Section to Update Pricing
Docs Section to View Signed PDF & eSignature Confirmation. You can also upload/download docs here.
Integrations Section to run KYC, KYB, Credit Check, Mastercard Match, Plaid Bank Integration, Twilio MFA, and Google Maps. You can also integrate data into your CRMs like HubSpot or Salesforce
Export Data to CSV or JSON
Status
Request Information for Completion/Signature and Creating New Customers
Platform Settings
This video will cover your Under Platform Settings. There are individual tabs for your Profile, Users, Teams, Permissions, and Integrations.
15
MINUTES
Level: Beginner
Video Overview & Navigating to Settings
Profile ~ Account, Company, Password, and Stripe Billing Portal
Users ~ Name, Email, Role, Email Notifications, Status, Resend Invite, and Archive
Inviting New Users
Creating and Managing Teams
Permissions by Role for Each Product in the Under Platform
Integrations including the Salesforce or HubSpot CRM Integrations
Quick access to Users, Teams, Permissions, and Inviting New Users
Profile ~ Account, Company, Password, and Stripe Billing Portal
Users ~ Name, Email, Role, Email Notifications, Status, Resend Invite, and Archive
Inviting New Users
Creating and Managing Teams
Permissions by Role for Each Product in the Under Platform
Integrations including the Salesforce or HubSpot CRM Integrations
Quick access to Users, Teams, Permissions, and Inviting New Users
