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Introducing the onboarding form builder for third parties and vendors

Louis Strauss |

May 16, 2023

Introducing the onboarding form builder for third parties and vendors

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We at 6clicks are excited to announce a new feature that will significantly improve onboarding third parties - the 6clicks onboarding form builder. This powerful new addition to our third parties module allows you to create custom third-party onboarding flows, define specific fields and settings, and help automate the onboarding process. Let's dive into what you can expect from the onboarding form builder.

Onboarding form builder overview

The onboarding form builder enables you to create a new onboarding flow within the third parties module. This user-friendly interface allows you to define required end-user fields, such as geography, industry, and custom data. Additionally, you can set specified values for fields to be saved upon third-party submission, ensuring accurate and consistent information across all submissions.

By choosing an existing QBA template to be sent on form submission, you can save time and streamline the onboarding process. Set assessment due dates, allow the form submitter to select assessment respondents, or even predefine assessment respondents. The onboarding form builder provides the flexibility to cater to your organization's needs.

One key feature of the onboarding form builder is its ability to designate notification recipients for form submission and assessment results. This ensures that the right stakeholders are informed and can take action when needed. Furthermore, you can easily view, filter, and search for onboarding flows in a single table, giving you better visibility and control over your onboarding processes.

The onboarding user experience

The onboarding form builder allows end-users to access onboarding forms via the provided unique URL. They can complete and submit all required fields and even specify assessment respondents when submitting. This empowers end-users to take an active role in the onboarding process.

Onboarding form automation

The system automation features of the onboarding form builder are designed to save you time and effort. When the end-user submits the form, the system automatically creates the third party, adds field values from the form submission to the third-party record, and generates and assigns new assessments based on form submissions. Additionally, the system sends notifications for third-party creation and assessment completion, keeping you informed at every step of the process.

 

The onboarding form builder streamlines your third-party onboarding process by providing a seamless, customizable experience. You can now create unique onboarding flows, manage required fields, automate assessments, and more. With this new feature, 6clicks continues to empower organizations to simplify and optimize their third-party management. Try the onboarding form builder today and experience a new level of efficiency in your onboarding process.

Learn more here.