Your first process
This is the shortest path through Cogneris: you ask for documents, a customer sends them, and you follow the case until it is decided. It takes about ten minutes, most of it waiting for the documents. You can play the customer yourself by opening the link on your phone.
Before you start
- You can sign in, with a profile that gives you the Portal.
- Your company has at least one form in the Portal. If it does not, an administrator creates one in a few minutes with the AI wizard: see Prepare a form.
- Optional: the form is connected to a workflow, so the documents are checked and reviewed. Without one, they are still filed.
1. Send an access link
- In Portal, open Send & Collect › Access Links and select Create Magic Link.
- Choose the Form, type the customer's Name and, to send it right away, an Email or Mobile Phone and the Sending Channel. To try it yourself, choose no channel and use Copy or the QR Code instead.
- Select Create Magic Link.
Every field is explained in Send an access link.
2. Send the documents as the customer
Open the link — on a phone if you can. Fill in the form, then send each document the page asks for, with the camera or as a file, and select Confirm. The page shows Documents Received!
What the customer sees, step by step, is in Complete a document request.
3. Follow the link
Back in Access Links, the link's status has moved to Docs Completed. Select its name to see when it was opened and from where. See Follow up an access link.
4. Find the case
The documents are filed in the Document Center as a new process, with its own folder.
If the form is connected to a workflow, the process also appears in Workflow:
- Runs shows it moving through its phases — see Track a document's state and routing.
- If a phase asks for a person, the documents wait in a review queue. Approve or reject each one — see Review a document. Rejecting can send the request back to the customer to fix only what was wrong — see Return a document for correction.
What next
| You want to | Read |
|---|---|
| See the whole route a case can take | Collect and review documents and Sign and file a document |
| Send a document for signature | Send an envelope |
| Design what happens to the documents | Design and publish a workflow |
| Understand the words used here | Core concepts |
| Do the same from your own system | API quickstart |