Applications

Overview

The Applications section in Onboard+ allows users to manage and review applicant submissions throughout the onboarding process. Users can view application details, review submitted information, upload and manage documents, complete internal-only fields, verify sections, and take action on applications.

Applications are tied directly to forms and represent completed or in-progress submissions from applicants. Internal users can continue working on an application after submission, ensuring all required information is collected and verified before approval.

Accessing the Applications Section

The Applications section is available within the Onboard+ module. This area displays all submitted applications and allows users to review, edit, and manage each application.

Applications Grid

The Applications grid displays all applications and provides access to key actions.

Users can:

• View application details

• Open applications for editing (when permitted)

• Perform actions such as Approve, Decline, or Withdraw

Editing an Application

Overview

Applications can be edited after the applicant has completed the form. This allows internal users to update information, complete internal-only sections, and finalize the application before approval.

Editing Capabilities

When editing an application, users can:

• Update field values

• Complete internal fields

• Modify internal sections

• Verify sections

• Save changes

The editing experience uses the same structure as the original form but allows internal updates and validation before submission.

Saving Changes

When editing an application, users can save changes after making updates. Validation is performed to ensure required fields and sections are completed before saving.

Viewing an Application

Overview

The View page provides a read-only version of the application. This allows users to review all submitted data without making changes to the application.

The application form is displayed in a disabled state, showing all fields, values, and structure exactly as completed by the applicant.

Tabs

Applications are organized into multiple tabs for easy navigation:

• Basic Info – Displays high-level application details such as name, status, associated form, and user information

• Application – Displays the full form submission in a read-only format

• Documents – Displays required and uploaded documents and allows users to upload or reject documents.

• Comments – Displays and manages comments and allows users to add, edit, or delete comments

• Attachments – Displays and manages uploaded attachments and allows users to add or delete attachments

• Notes – Displays and manages notes and allows users to add, edit, or delete notes

Additional tabs such as Attachments, Notes, and Audit History may be accessed through the + More dropdown.

Application Sections

Applications are organized into sections based on the original form structure.

Verifiable Sections

Certain sections can be marked as verifiable. These sections include a verification toggle that allows internal users to confirm that the information has been reviewed and validated.

Internal Sections

Sections can also be designated as internal, allowing users to enter information that is not visible to the applicant.

Required Documents

Overview

The Documents tab in the View Application section displays all required documents associated with the application, including both standard and internal documents.

Documents are grouped and displayed clearly, with indicators showing whether each required document has been uploaded.

Uploading Documents

Users can upload documents directly to the application using the Add New option. This opens a modal for uploading and associating documents with the application.

Rejecting Documents

Users can reject previously uploaded documents using the Reject Document option. This allows users to request updated or corrected documents from the applicant.

Managing Documents

Uploaded documents are displayed in a grid where users can:

• View documents

• Download documents

• Delete documents

Custom Actions

Custom actions are available from the Action dropdown and can be triggered at any time.

These actions are configured at the form level and trigger associated webhooks when executed. If a webhook is not configured, the action will be disabled.

Application Actions

Overview

Application-level actions are available from the Action dropdown and vary depending on the current application status.

Standard Actions

Users may perform the following actions:

• Approve – Marks the application as approved

• Decline – Marks the application as declined

• Withdraw – Withdraws the application

These actions are only available in specific statuses and an application cannot be approved until all required sections are completed.

Additional actions such as undoing previous actions or deploying an application may also be available depending on status.

Inviting an Applicant

Applications can be sent directly to applicants using the Invite feature via the grid page or the actions button in View Application.

The invite process works similarly to form invites. Users enter:

• Applicant Name

• Form

• Email Address

• Email Template

After submitting the invite, the applicant receives an email with instructions to complete the application.

Comments

The Comments tab allows users to add and manage comments related to the application.

Users can:

• Add new comments

• View existing comments

• Edit comments

Comments are useful for internal communication and tracking decisions or feedback. Applicants can see the comments in the Applicant Portal.

Attachments

The Attachments tab allows users to upload and manage additional files related to the application.

Users can:

• Upload attachments

• View attachments

• Download attachments

• Delete attachments

Notes

The Notes tab allows users to record internal notes associated with the application.

Users can:

• Add notes

• Edit notes

• View note history

Notes are typically used for internal tracking and documentation and only visible to the Platform Portal user.

Best Practices

• Verify all required sections before approving an application

• Use comments and notes for internal communication

• Ensure all required documents are uploaded and reviewed

• Use internal sections to capture additional required information

• Review the full application in View mode before final approval