Create a new request

How to start a Namirial Onboarding journey?

You have two options for initiating a new onboarding request: you can either use preset data or start from scratch without any data.

The application of preset data is particularly beneficial in situations where comprehensive personal information is necessary to complete a request. For instance, if you already possess a user's data, you can eliminate the need for them to fill out a form. Conversely, it is important to ensure that you can identify a specific individual, which allows you to implement necessary process checks effectively.

Starting without any data can result in potential identification for any user who receives the link. In certain workflows, you also require users to complete a form, which provides Namirial Onboarding with all the necessary information to facilitate a comprehensive onboarding process.

For and example of new request creation with preset data, please refer to this page: Create a new request with preset data

Otherwise, if you want to start from scratch, please refer to this page: Create a new request without preset data