To add a new process go to Processes and click Add new process button.
Select Create an Onboarding Process.
Choose a name for the new process.
Now you see the spektr process builder. Here you can create and edit processes.
To start, add your first step
Next, you can choose what you want to add to your process.
Steps
In the Steps tab, you can choose between all available process steps.
Click on a step to add it to the process.
Please note, that you cannot change the initial step later on.
Please note, that you cannot change the order of steps later on.
Here you can find detailed explanations for all step types
Customer duplicate detection
Export
Services
Click on a service to add it to the process.
Here you can find all available service types
AML
ComplyAdvantage
KYB
OC - OpenCorporates
Kyckr
Virk
D&B - Dun & Bradstreet
Moody's
Bolgaverket
Connection
Slack
KYC
Veriff
Veriff Upload
MitID
BankID
AI
Document OCR
Website Checker
Document signature
Scrive
Actions
Click on an action to add it to the process.
Here you can find detailed explanations for all action types
To test your onboarding process, click on Test in the Header menu.