Additional Information - Custom Field for More Data Request from End-User

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You can collect additional data from users for EDD(Enhanced Due Diligence)during Liveform.
Go to Settings > Policy > Additional Information and tailor the process to fit your unique needs.

Title: Define the purpose of data collection
* Choose Up to 5 Items, Each with its label for clarity.

  • Phone Number: Sync with country codes and reel in those mobile numbers.
  • Text: A flexible field for all the textual details you need.
  • Drop Down: Consider enhancing your drop-down menu by adding a few more options. It's a simple way to offer more variety to your users.
  • Date: Pick dates with ease.
  • File Upload (PDF only): Upload a PDF file (up to 1MB)

    Customized data set under 'Additional Information' automatically lines up for collection in Phase 2 of the Liveform process.

    Let's take a look below to see how seamlessly it all integrates.

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