Notices and additional information settings is a function for configuring legal notices to display to users in liveform and custom information to collect additionally. You can set terms of service and privacy policy URLs, and efficiently collect necessary information for EDD (Enhanced Due Diligence).Documentation Index
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Notices
You can configure legal notices to display to users in liveform.
Terms of Service URL
Set the URL of the terms of service page that users can view in liveform. Configuration Method:- Enter the full URL of the terms of service page in the terms of service URL input field.
- Click the save button to apply settings.
Terms of Service DisplayThe set terms of service URL is displayed so users can view it in liveform. Users can click the link to view the terms of service.
Privacy Policy URL
Set the URL of the privacy policy page that users can view in liveform. Configuration Method:- Enter the full URL of the privacy policy page in the privacy policy URL input field.
- Click the save button to apply settings.
Privacy Policy DisplayThe set privacy policy URL is displayed so users can view it in liveform. Users can click the link to view the privacy policy.
Notices in Liveform
Additional Information Collection
You can configure custom information to request from users during the liveform process. This function allows you to efficiently collect necessary information for EDD (Enhanced Due Diligence) and build a more sophisticated identity verification process.
Additional Information Item Settings
You can customize additional information to collect in liveform.Setting LimitationsUp to 5 items can be added, and each item requires a label.
Supported Input Types
| Type | Description |
|---|---|
| Phone Number | Collects phone numbers in accurate format linked with country selection. |
| Text | Suitable for freely collecting all types of character information. |
| Dropdown | Adds pre-defined options to dropdown menu to provide choices to users. |
| Date | Date information can be selected in calendar format. |
| File Upload | PDF documents can be uploaded. (Maximum 1MB, PDF files only) |
| Checkbox | Used to replace existing privacy policy or terms of service display, or when 3 or more consent procedures are required. |
Title Settings
You can directly define the topic of information to collect, and the actual entered content is displayed on that information collection screen. After completing the detailed settings above, click Save.Additional Information Collection in Liveform
After settings are complete, the customized ‘Additional Information’ items are automatically displayed in Liveform Step 2. Users can enter information or upload files according to the set fields.
View Collected Additional Information
After liveform submission is completed, you can view collected additional information in the following ways:Use Cases
Enhanced Due Diligence (EDD) in Financial Services
Enhanced Due Diligence (EDD) in Financial Services
When banks or securities companies conduct additional screening for high-risk customers, they can collect documents such as income certificates and fund source verification documents as PDFs, and receive information such as occupation or investment purpose through dropdowns. This enables securing detailed customer information for anti-money laundering law compliance.
Detailed Information Collection for Insurance Enrollment
Detailed Information Collection for Insurance Enrollment
During life insurance or health insurance enrollment, detailed information such as existing medical history, family history, lifestyle habits can be collected through text fields and dropdowns. Additionally, health checkup reports or medical records can be uploaded as PDF files to conduct accurate risk assessment.
Background Investigation in HR Recruitment Process
Background Investigation in HR Recruitment Process
In corporate recruitment processes, candidate career certificates, degree certificates, etc. can be collected as PDFs, and desired workplace or salary range can be received through dropdowns. Contact information can be collected in accurate format using Phone Number type to facilitate follow-up contact.
Benefits of Additional Information Collection Function
Customized Information Collection
Improves work efficiency through customized information collection.
Various Input Types
Collects accurate data through various input types.
EDD Process Automation
Supports regulatory compliance through EDD process automation.
Evidence Document Collection
Collects evidence documents through PDF file uploads.
Configuration Tips
Related Documentation
Project Information
View project basic information settings.
User Submissions
Learn how to view collected information.
KYC Process
View custom DI settings.