Watch how you can seamless onboard your clients with Tessaract
In this video, I will show you start to finish how to fill out an investor onboarding form and how to edit each field. These digital forms are fully customizable so you can change the fields to suit your business needs. I will show you how to change the input fields for each form, this could be full name, email address, contact details and dates. This flexibility is very important because you will be working with different companies and individuals where the input fields will vary. If you did this on a traditional document, it would take time as you would have to write on paper, or type it up from scratch, tessaract saves you time.