Email Invitation: Receive an email to complete or update the Counterparty Form.
Authenticated Access: Use a private link with email-based OTP for authentication.
Pre-Population: For existing counterparties, form elements can be pre-filled with validated data to reduce invested time by counterparties and repetitiveness. If required, counterparties can amend or enhance the pre-filled data.
Validation: Forms include validation checks and dropdowns for reference data to minimize errors.
Version Comparison: Submissions organized as different form versions with highlighted changes.
Secure Submission: Ensures secure submission of data for enhanced protection.
Extended Access: Allow the original invitee to forward the form to another email address for completion, useful when feedback is required from different points of contact within the same organization.
Learn more about other myOnboarding Features: