Data Capture

SALES & SERVICING COMPONENTS

Data Capture

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

Usage Guidelines

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.

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Upload Document (Desktop)

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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.

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Upload Document (Desktop) Error State

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Usage Guidelines

Scenario: Upload Document (Specify Document Type)

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Scenario: Upload Document (Document Upload Options)

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Scenario: Upload Document (Document Uploading)

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Scenario: Upload Document (Document Uploading Complete)

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Scenario: Upload Document (Document Removal)

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Scenario: E-Sign

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