How to start a Namirial Onboarding journey?
You have the option to initiate a new onboarding request, either by using preset data or by starting 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