New Form – Start a New Application

   WorkspacesThis topic is related to Journey Workspaces. |   Workspaces User |   v18.11 This feature was introduced in v18.11. |   v19.11 This feature was updated in v19.11.

In a customer-focused role such as a relationship manager, it helps to be able to provide services to your busy customers that make their lives easier. Workspaces includes many features aimed at reducing friction in the application process. One of these is the New Form action which allows you to kick-start applications on behalf of your customers.

Note

An application started using the New Form action can only be accessed by an authenticated user; that is, a user who is logged in to your Workspaces or Journey Platform system. However, many applicants are anonymous or unauthenticated users, starting an application from an external website such as an online banking website, and so will not be able to access an application started using the New Form action.

Handover of applications between authenticated and anonymous users is possible but may not be offered in an out of the box Journey Platform solution. So, if application handover is important to you, contact your Journey Platform representative to discuss how your solution can be customized to allow application handover where you need it in your application workflow.

You can start an application only from the List page in the Assisted Channel space; the New Form action is not available from the Details page, nor in any other space.

To start an application:

  1. Select the Assisted Channel space.
  2. On the List page, click New Form and select a form / product type from the list displayed.
  3. A window opens containing the selected form. Enter any customer or application details that you have, then save and close the application.
  4. When you return to the List page, a task for the new application that you just saved will appear in your item list. If you can't see it straight away, you may need to refresh the page.

Once you have started an application, you can open it again any time to continue entering information on the applicant's behalf until the application has been submitted. For details about how to continue an application, see View Form on this page.