Using spektr you can create a great fluid form that you can fully adapt to your needs. Capture information and data in an easy way, and get the data verified by connecting the forms to services. There are a lot of options here, so let's have a look at the different types of fields that you can use to build these forms.
FIELD TYPES
Fields
Predefined fields.
Under the predefined fields you will find the next catagories of fields that you can use:
Company
Company
Here you will find fields that are typically used in most inquiries.
Company information
Company Name
Company registration number
VAT number
Company status
NACE code
Incorporation
Date of incorporation
Country of incorporation
Legal form
Registration Authority
Contact
Website URL
Address
Full address
Unit / Floor
Street name
Street number
ZIP code
City
Country of headquarters
State / Region
Individual fields
Individual fields
Here you find fields that are typically used to capture Individual information
Title
First name
Last name
Full name
Nationality
TIN number
National ID
Date of Birth
Contact
Email
Phone number
Company role
Ownership percentage
Occupation
Address
Full address
Unit / Floor
Street name
Street number
ZIP code
City
State / Region
Country of residence
Associated entity roles
Associated entity roles
Associated individual or company roles
Beneficial Owners
Senior Management / Key function holders
Board of Directors
Controling Entities
Subsidiaries
Authorized Signatories (Power of Attorney)
Contact Person
Smart fields
Smart fields
Common
Company search
Conditional fields
A conditional field offers extra functionality. You can drag this field and use it as a "wrapper" for other fields. The action taken on one field will result in another action for a different field. For example: If a certain value has been picked in a ration button, a new field will be mandatory to be filled in as well.
Other
Other
Others
Terms of services
Privacy policy
Marketing consent
WORKSPACE FIELDS
Build your own "workspace" fields.
Do you need specifc fields, but we do not have them predefined?
No problem, you can just create your own fields.
As you can see, you can create fields that can deal with
Text
Numbers,
Percentages,
Currency
(multi) Country data
Then you can choose to add specific choices through
Drop-down menu
Radio buttons
Check box
You can also add date fields.
Do you need to receive documents?
Have your customer upload an attachement through the file type.
You can add all of these fields and adapt them to your needs.
Just drag the fields and add the values you need.
CUSTOM FIELDS
You can also use the Custom fields to add specific fields.
Please note, that these fields can only be used for the specific process step you have placed them in. You can not use them later for another process. To have this, you will need to create Workspace Fields, that can be used for all process steps once created.
VISUAL ELEMENTS
Make your form look more visually pleasing.
You can add a Title, paragraph or divider to your form.
The title can be used to indicate certain blocks in the field. In the paragraph you can add extra information, and the divider can split up the blocks as well.
FIELDS FORMATTING
When selecting a field, you will be able to view settings on the right and set a field to be pre-filled automatically if the data is available, and you can make a filed mandatory. Then the field is required to be filed out.
