Form template types
A form template is selected when a form is configured. When you choose a form to complete, the template is already chosen for you.
There are multiple types of templates that can be used for forms:
Update collected data: This type is used when data needs to be collected but not reviewed. As soon as the user clicks , the profile's collected data is updated.
Manual decision form: This type is used when data needs to be reviewed to decide whether it's valid. Form templates with this type have a button, enabling you to pass or fail the form. Templates can be configured to update the profile's data when the decision is Pass or Fail, or can be configured to update the profile's data only when the decision is Pass.
Document check: This type is used when a document to run a check needs to be collected directly from a customer. Form templates with this type are only initiated via a button. Portal users cannot initiate this template using the button described in Complete a form.
The Document check form type collects Passfort documents. The Update collected data and Manual decision form types collect files.