SALES & SERVICING COMPONENTS
Data Capture
Overview
Data collection patterns allow users to submit data in a variety of ways. They are preferred in instances where traditional form fields are inadequate or can be replaced with a more expedient method.
Specifications
Upload Document (Tablet/Mobile)
This pattern allows a user to quickly submit required documents via phone/tablet camera, or through file upload – avoiding the paper submission process.
Upload Document (Desktop)
E-Signature Form
E-Signature panels allow for fast capture of required user signatures, in context with the rest of the paperless process.paper submission process.
Upload Document (Desktop) Error State
Usage Guidelines
Scenario: Upload Document (Specify Document Type)
Scenario: Upload Document (Document Upload Options)
Scenario: Upload Document (Document Uploading)
Scenario: Upload Document (Document Uploading Complete)
Scenario: Upload Document (Document Removal)
Scenario: E-Sign