Question 1

What are Bundles?

Accepted Answer

A Bundle is a checklist of items that you would like a user to complete as part of an onboarding workflow. This allows you to request that users complete, sign, upload or consent to multiple documents in a single request. It also allows users to work on items individually, save their progress, and continue later if they need more time or need to seek more information.

Question 2

What types of documents can I collect from clients?

Accepted Answer

While Valtio has a library of document templates to choose from to help you get started, you can define additional document templates to your exact needs. Simple provide a name and a description to guide your clients through selecting the right documents.

The platform will allow clients to scan and upload files in PNG, JPEG and PDF formats.

Question 3

Can I create and manage multiple onboarding flows in a single account?

Accepted Answer

Absolutely. While there are limits in the Essentials plan to the number of flows that you can create, all our other plans allow you to create as many onboarding template items, bundles and workflows as you need.

Question 4

Can I collect legally binding e-signatures?

Accepted Answer

Yes, Valtio provides a legally binding electronic signature solution that you can use to execute contracts, can be presented as evidence in court, and hold up to legal scrutiny in most jurisdictions in the U.S. and the EU.

Valtio is compliant with the follow laws and regulations:

U.S. 🇺🇲
- Uniform Electronic Transactions Act (UETA) in the 
- Electronic Signature in Global and National Commerce Act (ESIGN Act)

EU 🇪🇺
- Electronic Identification, Authentication and Trust Services (eIDAS) in the

Question 5

Can I prefill data before sending out a request?

Accepted Answer

Yes, you can create draft requests and edit any of the form fields before sending a request to a recipient. You can also control whether the recipient will be able to edit the data you entered or not.

Question 6

Can I add my company logo?

Accepted Answer

Yes! We support adding your organization's logo to all email communications that go out to your customers as well as the onboarding portal that your customers will use to work through the onboarding tasks.

Question 7

How do I view documents submitted by my clients?

Accepted Answer

The platform offers two different ways to locate documents submitted by a particular clients.

You may search the name or email of the client in the Requests section to find all prior requests completed by that person. The details panel of each completed request will show a list of the documents submitted and allow you open those documents.

Alternatively, you may search the name of email of the client in the Accounts section to locate that client's account. The account details page will provide you a list of all the documents submitted by that client across all prior requests.

Question 8

What if I receive incorrect or invalid documents?

Accepted Answer

Each onboarding workflow can be configured to require a review and approval step. This gives your team an opportunity to review submissions, request changes if necessary and ultimately accept and finalize submissions.

Question 9

Are there examples or templates I can use?

Accepted Answer

We're working hard to build a library of public examples and industry-specific workflow templates to help you get started even faster. Stay tuned for more updates soon!

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