Quick Start Guide
Docs
Templates
Get Started
Marketplace Template Forms
Marketplace Template PDFs
Building Forms
Sharing and Embedding Templates
Add Under Dictionary Fields
Add Custom Fields
Create and Add New Fields
Field Settings, Formatting, and Masks
Field Conditional Logic
Add Elements
Add Supporting Documents
Add Integrations
Sections Conditional Logic
Supporting Docs Conditional Logic
Form Key
Mapping PDFs
Upload a New PDF
Swap PDFs
Connect or Map Fields
PDF Key
Configure Integrations
Create Calculations
Manage Template Settings
General Settings
Update Appearance
Include a Redirect Link
Customer Record
Data
Customer Docs
Integrations
Integrations
Twilio Integration
Plaid Integration
Google Maps Integration
KYC Integration
KYB Integration
CRM Integrations
Credit Check Integration
Mastercard MATCH
Export JSON Data
Settings
Users
User Invite
Resend Invite
User Status
User Archive
User Role
Email Notifications
Account
Personal Details
Company Details
Company Logo
Password
Billing
Teams
Create Team
Add User to Team
Permissions
Integrations
Get started with Under.io
Core Products within Under:
‍Templates combine digital applications, PDF mapping, and underwriting integrations. Templates also allow you to gather electronic signatures and supporting documents while white-labeling the merchant experience.

The Customer Record makes it easy to create customers online while verifying personal, business, banking, and credit info.
Templates
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Templates Marketplace
We have created a marketplace of popular templates. These include lead gen forms and payment processing MPAs and are designed for you to be able to quickly use.
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Create Your Own Template
To get started with applications, you can either create your own templates from scratch or grab a popular template from our marketplace.  
Creating a Template
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Sharing Templates and Creating Customers
Once your templates are ready, it's time to start creating customers.
Publishing and Distributing Forms
Creating a Lead Template
Customer Record
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.01
Creating Customers
You can have customers fill out forms online, send them a blank application, or send them a pre-filled application.
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Share and/or complete Records
Pre-fill customer details and send for signature. Create customers directly from your Templates.
Documents
Signatures
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Signatures & Documents
Under will help you get full application packages- data & signature(s) & documents
Setting Up Your Account For Integrations
Customer Record Insights
.04
Verification & Underwriting
We help you quickly verify your customer data to make better decisions and focus on the right customers.
Setting up your forms properly
Using these tools in the Customer Record
Settings
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.01
Branding your Accounts
We give you the ability to completely white label your account. Your forms will be designed to your organization.
Adding Agent Logos
Form Design
.02
Adding Users
Adding your ISOs, Agents, ISVs, and Referral Partners to your Under account will empower them to sell more by removing manual processes- and focusing on selling.
Adding Users
Adding Users to Teams
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Teams & Permissions
Customize what each user can and can't do in Under. Additionally, create Teams so that your channels can collaborate within Under.
Editing User Permissions
Creating Teams
Next Up
Overview Video