Get started by duplicating a template from the Marketplace or start from scratch by hitting the + icon in your purple left-hand Navigation Bar.
The Share icon in the top right corner allows you to share the link directly with customers or utilize the embed link to add this directly to your website.
Every user in the organization will have their user id in the link when they copy/paste. This will make it easy to correlate new customers to their creators.
Under has created dozens of fields for you to use out of the box.
Standard examples would be: First Name, Last Name, Legal Name, DBA, Tax ID, Routing, and Account Number.
More unique examples would be: Industry dropdown with all MCC codes, AutoComplete Address fields for Business and Legal, and an Additional Owner field that is used for Multiple Signers
This section can be expanded or contracted using the carrot icon on the right-hand side.
This section is below the Under Dictionary Fields. These are fields you will create and store for use on future templates
This feature is currently in beta and will be rolling out soon.
This section can be expanded or contracted using the carrot icon on the right-hand side.
Fields that are present on the form will have a green cap. Fields that are not present on the form will have a gray cap.
The left-hand sidebar for each individual field and section has tremendous capability, please study carefully
In Purple at top right corner
An Example of Conditional Logic by Field would be showing/hiding the credit card processing fields based on whether or not the end-user is currently processing credit cards.
After dragging a supporting document field type into the supporting document you can establish conditional logic for that supporting document.
If you click on a section you can add conditional logic to show/hide the full section based on values from previous questions
An Example of Conditional Logic by Section would be showing or hiding the Additional Owner section based off the previous question asking if the business has any additional owners with 25% or more ownership.
Clicking the + Create in the top right allows you to create new fields from scratch
The Elements Section on the left-hand sidebar include Header & Paragraph fields. These fields normally go at the top of sections. You will have the option to edit the size and style of the text in these elements.
When creating new fields to add to your Form, there are 17 unique field types.
When you drag out the Address component you will need to create additional fields for City, State and Zip Code. You can then connect the City, State, Zip to the newly created fields. Screenshot below
Example of the Merge field merging Business Address field values to Legal Address field values
There is a specific section at the bottom of the form built to store the supporting documents. Similar to fields there will be Settings, Conditional Logic, and Required options
You will click and drag the supporting document component from the left-hand sidebar into the supporting document section
The Bulk Import option for Supporting Documents at the bottom right of the Supporting Document section
You can click and drag the Google Maps icon the top left corner of the form by the wand icon to gain access to a user's location while filling out the application
You can click and drag the Plaid icon onto the form wherever you would like the Plaid integration on the Form
You will need to connect the Routing and Account Number returned by Plaid to the correct Routing and Account Number fields on the form
Utilizing Conditional Logic by Section, you can hide the Bank Information card based on Conditional Logic from the Plaid connection
This Undo/Redo allows you to Undo or Redo a previous action
The Bell Icon shows you errors, warnings, and activity on the Form. If you see red notifications, you will want to fix these before saving
The search bar allows you to search for specific fields on the left-hand sidebar. There are also pills underneath the search bar that allow you to search for all fields with that specific format. Examples would be text, email, phone, address, select, etc. If you click on that pill, only that type of field will show on the left-hand sidebar.
Get started by duplicating a template from the Marketplace or start from scratch by hitting the + icon in your purple left-hand Navigation Bar.
The Share icon in the top right corner allows you to share the link directly with customers or utilize the embed link to add this directly to your website.
Every user in the organization will have their user id in the link when they copy/paste. This will make it easy to correlate new customers to their creators.
Under has created dozens of fields for you to use out of the box.
Standard examples would be: First Name, Last Name, Legal Name, DBA, Tax ID, Routing, and Account Number.
More unique examples would be: Industry dropdown with all MCC codes, AutoComplete Address fields for Business and Legal, and an Additional Owner field that is used for Multiple Signers
This section can be expanded or contracted using the carrot icon on the right-hand side.
This section is below the Under Dictionary Fields. These are fields you will create and store for use on future templates
This feature is currently in beta and will be rolling out soon.
This section can be expanded or contracted using the carrot icon on the right-hand side.
Fields that are present on the form will have a green cap. Fields that are not present on the form will have a gray cap.
The left-hand sidebar for each individual field and section has tremendous capability, please study carefully
In Purple at top right corner
An Example of Conditional Logic by Field would be showing/hiding the credit card processing fields based on whether or not the end-user is currently processing credit cards.
After dragging a supporting document field type into the supporting document you can establish conditional logic for that supporting document.
If you click on a section you can add conditional logic to show/hide the full section based on values from previous questions
An Example of Conditional Logic by Section would be showing or hiding the Additional Owner section based off the previous question asking if the business has any additional owners with 25% or more ownership.
Clicking the + Create in the top right allows you to create new fields from scratch
The Elements Section on the left-hand sidebar include Header & Paragraph fields. These fields normally go at the top of sections. You will have the option to edit the size and style of the text in these elements.
When creating new fields to add to your Form, there are 17 unique field types.
When you drag out the Address component you will need to create additional fields for City, State and Zip Code. You can then connect the City, State, Zip to the newly created fields. Screenshot below
Example of the Merge field merging Business Address field values to Legal Address field values
There is a specific section at the bottom of the form built to store the supporting documents. Similar to fields there will be Settings, Conditional Logic, and Required options
You will click and drag the supporting document component from the left-hand sidebar into the supporting document section
The Bulk Import option for Supporting Documents at the bottom right of the Supporting Document section
You can click and drag the Google Maps icon the top left corner of the form by the wand icon to gain access to a user's location while filling out the application
You can click and drag the Plaid icon onto the form wherever you would like the Plaid integration on the Form
You will need to connect the Routing and Account Number returned by Plaid to the correct Routing and Account Number fields on the form
Utilizing Conditional Logic by Section, you can hide the Bank Information card based on Conditional Logic from the Plaid connection
This Undo/Redo allows you to Undo or Redo a previous action
The Bell Icon shows you errors, warnings, and activity on the Form. If you see red notifications, you will want to fix these before saving
The search bar allows you to search for specific fields on the left-hand sidebar. There are also pills underneath the search bar that allow you to search for all fields with that specific format. Examples would be text, email, phone, address, select, etc. If you click on that pill, only that type of field will show on the left-hand sidebar.
Mapping, Combining, Editing, and Maintaining mapped PDFs
Creating and Editing PDFs within a Template
Upload PDF
If there is no PDF connected to the Template you will be prompted to upload a new PDF or to select and existing mapped PDF
Visual Editing
*If you need to compress, unlock, or prepare a PDF before uploading to Under, here is a link to ilovepdf.com
Swap PDF
Hit the Swap PDF Icon in the top left corner
Hit Continue
Review your swapped PDF and hit Swap
Left-hand sidebar in the PDF Mapper
You can view by the section on the form or you can view all fields by clicking on the layers icon
Fields that are already mapped to the PDF will have a green cap at the end of the field
+ Create
Text Field
Dropdown Field
Checkbox Field
Signature, Initials, and Dat Signed Fields
Clicking into an individual field on the PDF
On the left-hand sidebar
On the PDF
You can view by section or by all fields by clicking the layers icon beneath the + Create button
Establish your settings for your Template
Settings
General Settings
Appearance
Redirects