Custom forms, for anything you need to collect.
Build flexible, branded forms that collect the right information securely, so you’re not chasing answers over email.
eForms capabilities
Replace PDFs with purpose-built eForms.
Build
- Custom forms and questions
- Ask exactly what you need, the first time.
- Conditional questions
- Questions adapt to earlier answers.
- Repeating sections
- As many directors, beneficiaries or assets as needed.
- Prefilled and internal questions
- Merge fields prefill, and internal questions stay with your team.
Collect
- Secure file uploads
- Documents and IDs stored in your OnboardMe workspace.
- ID checks inside a form
- Identity verification, with or without AML.
- Send it any way
- Alone, stacked, in bulk, by link, or inside onboarding and proposals.
Follow up
- Reminders and status tracking
- Automatic follow-ups, and what’s sent, in progress or completed.
- Exports and edit history
- CSV and PDF exports, a change log and masked sensitive fields.
Benefits
Why businesses use eForms
Fully custom questionnaires
Design forms that match how you work, with no rigid templates.
Better data quality
Structured questions and validation mean complete, usable information first time.
Less chasing
Automated reminders follow up incomplete forms so your team doesn’t have to.
More time for the work
No more back-and-forth to collect information.
Form builder
Build the form once, reuse it everywhere.
Add sections, questions and conditional logic in the template editor, then send the form on its own or inside onboarding and proposals.
- Conditional questions
- Repeating sections
- Prefilled with merge fields
- Reusable templates
Field types
Every field type you need.
Built-in validation and address lookup mean emails, websites, numbers and dates come back in the right format.
Text and contact details
- Short answerNames, titles, reference numbers
- ParagraphNotes, explanations, descriptions
- EmailValidated email addresses
- PhoneMobile and work numbers
- WebsiteCompany site, LinkedIn
- AddressLookup for residential, postal or business
Choices, dates and numbers
- Multiple choiceSingle or multi-select options
- DateDate of birth, year end
- NumberAmounts, quantities, percentages
Documents, signatures and checks
- File uploadStatements, IDs, photos
- SignatureDrawn in the browser
- Identity verificationID only, or ID with AML screening
- Repeating groupDirectors, trustees, beneficiaries
Works with the rest of OnboardMe
Every module shares the same client record, so work moves from one step to the next without re-entering data.
Collect the right information, the first time.
Complete control over how client information is captured, without spreadsheets, PDFs or endless emails.
30-day free trial · Every feature included · No credit card required
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