External Links

External Links

Customers who host an onboarding form on their website or would like a more hands-off way to onboard new clients can now use the new External Links feature.

External Links was designed to allow your clients to start an onboarding process or create a draft onboarding request directly from a link.

Navigate to Settings / External Links to setup your external link.

Click New Link to create a new External Link.

Give the New link a Name and configure the link Settings to your preference.

Settings

Require ID Verification

When using the link, the Individual being onboarded must complete an Identity Verification via your preferred Identity Method

Enabling this option will then present the Verification Method selector.

Require Tax Details

Require the clients using the link to input their TFN and Complete Tax Agent Linking for non-individual entities.

Automatically send onboarding on client submit

This setting controls how the link reacts when used by the client. There are 2 options:

• Enabled - The Draft onboarding will be created with their details and the system will send them an onboarding email. This is the same process as if you manually created an onboarding request and sent it from OnboardMe.
• Disabled - A Draft onboarding is created but not sent to the client. When disabled, you will be required to nominate a user to receive the notification of the new Onboarding Draft being created. The nominated user will then be able to click Send to the client.

To Edit the Draft Onboarding Email sent to the nominated user, go to Templates / Emails and select Internal Emails.

Document Required

You can require the onboarding to request documents from your client during the onboarding process. Select the Require Documents switch and add the documents that you want them to upload.

Email Template

When automatically sending the Onboarding email to the client, you can select the template you want the system to use.

Select the Email template, and customise the Subject and Text as required.

Once you have completed the setup, click Save to generate the External Link.

You can now click Copy on the row or click on the row to open and edit the External Link.

Using the External Link

When a customer accesses the External Link, they will be shown a page with your branding.

They will be required to enter their First name, Last name, Email and Mobile number.

Once entered, they can click the checkbox to confirm that their details may be used and click Submit.

Depending on the sending setting, the customer will either be emailed the onboarding email immediately, or your nominated staff member will receive a notification of a new draft onboarding waiting for them to action.