Document Capture

The Document Capture module captures a supplementary document, such as a proof of address document, medical document, or bank statement. Users can upload a file or take a photo of the document with their device’s camera.

Submitted documents appear in the Other tab in single Session view.

For an overview of this module and how it works, see Document Capture.

Supported with:

✅ Workflows | ✅ Flows

Add Document Capture to Workflows

1. In the left menu in Dashboard, click Flow Builder > Workflows.
2. Click New or select an existing Workflow.
3. Add the Document Capture module. Do one of the following, depending on whether you have the New or Classic view enabled in the toggle in the top right:
   • New: Click Add node > Modules, then search for and select Document Capture.
   • Classic: From the Modules list, drag and drop the Document Capture module into the builder.
4. You can click Options > Edit on the module node to open the Configuration Options panel and adjust settings as needed.

Add Document Capture to Flows

1. In the left menu in Dashboard, click Flow Builder > Flows.
2. Click New or select an existing Flow.
3. On the Select Modules tab, find the Document Capture module and click Add.
4. You can click Details & Configurations to open the Configuration Options panel and adjust settings as needed.

Configuration Options

This section details all the configuration options available for this module. The options that appear depend on whether you have the New or Classic view enabled in the toggle in the top right in your Flow or Workflow. After changing anything, click Save configuration before closing the configuration panel.

The options you see in your configuration may differ from those documented below. Contact your Incode representative for more information.

Configuration Options: New

Configuration Options: Classic