Workflow templates
for every industry
Mortgage customer onboarding (US)
A template to help mortgage brokers collect documents and information from their customers
Real estate seller documents
A template for realtors to collect documents and information from their new customers or leads.
Student registration
A generic student registration form that you can customize to get people on board in your school or course.
Vehicle onboarding
A useful and repeatable workflow to receive all necessary information about a vehicle.
General supplier onboarding
General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!
Expense report request
As an office manager or accountant, you might need to collect documents such as expense reports once in a while. We have made it easy with a quick boilerplate that includes documents commonly requested from employees.
General job application form
A simple job application form, that you can customize to your own needs
Proof of identity
A form and list of documents to collect in order for your customers, suppliers or employees to prove their identity.
Courier onboarding
If you work in a delivery or logistics company, this template will help you collect all legal documents and information from your new couriers.
Immigration case management onboarding
A template to collect information and documents for immigration case management across various services and countries.
Portfolio manager client onboarding
A template for portfolio managers to collect client information, documents, and investment preferences for account opening and ongoing management.
Transportation company onboarding
Template for transportation companies to onboard suppliers, carriers, and partner companies for freight dispatch and logistics management.
New employee onboarding
Template for onboarding new employees, collecting personal, employment, and compliance information.
Staffing candidate onboarding
Template for staffing agencies to collect candidate information, qualifications, and compliance documents.
Construction contractor onboarding
Template for construction contractors to onboard, collecting company information, licensing, insurance, safety compliance, project history, and equipment resources.
Legal client onboarding
Template for law firms to onboard new clients, collecting personal information, case details, and required legal documents.
Vendor/Supplier Onboarding (Corporate Procurement)
Template for corporate procurement teams to onboard vendors and suppliers, collecting company, financial, and compliance information.
Insurance policyholder onboarding
Template for insurance companies to onboard new policyholders, collecting personal, policy, and supporting document information.
Event vendor onboarding
Template for event organizers to onboard vendors (catering, AV, decor, etc.), collecting service, compliance, and insurance information.
Nonprofit volunteer/donor onboarding
Template for nonprofits to onboard volunteers and donors, collecting personal details, role preferences, and required consents.
Digital advertising campaign kickoff
Template for agencies to onboard clients for digital advertising campaigns, collecting audience targets, budgets, creative assets, platform credentials, and compliance checklists.
Creative brief & asset approval
Template for agencies to collect and approve creative briefs, assets, and feedback for branding/design projects.
Regulatory compliance audit & remediation
Template to manage regulatory compliance audits, collecting policies, procedures, audit findings, and corrective-action plans.
Fleet maintenance & inspection scheduling
Template for transportation companies to schedule fleet maintenance and collect inspection reports, logs, and compliance certificates.
New vendor approval
Template for procurement teams to approve new vendors, collecting company details, financial vetting, and compliance documentation.
Customer satisfaction survey & follow-up
Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.
Merchant registration
Template for e-commerce platforms to onboard new merchants, collecting business details, banking information, and compliance documents.
Fintech customer due diligence
Template for fintech companies to onboard new customers under EU regulations, collecting KYC, AML, and source-of-funds information.
Australian worker visa application
Template to collect information and documents for Australian worker visa applications (subclass 482, 457, etc.).
House insurance claim
Template for policyholders to submit house insurance claims, collecting incident details, damage evidence, and supporting documents.
Popular Templates
Most popular templates
Get started with these templates in just a few clicks.
Customer Onboarding
Complete client onboarding workflow with document collection and verification.
Workflow steps:
- 1Welcome screen
- 2Customer information
- 3Personal documents
- 4End screen
Supplier Onboarding
Multi-step vendor or supplier review workflow with supplier information collection and verification.
Workflow steps:
- 1Welcome screen
- 2General supplier information
- 3Legal documents
- 4End screen
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