Add Under Dictionary Fields

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 of the Dictionary Fields row

Dragging Fields onto the Form

  • You can click and drag fields onto the form
  • Add a new section by dragging field in-between other sections in the gray space
  • Add a row by dragging field onto an existing section
  • Add a column by placing the field next to an existing field within a row
Fields that are present on the form will have a green cap at the end of the row
Fields that are not present on the form will have a gray cap at the end of the row