Design and Manage Forms
Create forms tailored to your business processes, helping standardize how information is collected and organized.
Path Solutions · eForms
Every form starts a customer journey. Make it personal from the first step.
eForms
Online forms are often the first real interaction a customer has with your organization. Yet for many companies, what happens after the customer clicks “submit” is a generic confirmation and a standard set of documents.
WelcomePath is DocPath’s eForms solution. It helps you design forms, capture data and generate documents from templates. What sets it apart is personalization: the documents and the journey that follow are tailored using both the data gathered in the form and the data your organization already holds.
Challenges
Collecting data is easy. Turning it into a fast, secure and personal onboarding is not.
Applications, onboarding requests and service changes all depend on forms. When they are slow, disconnected or generic, customers drop out, risk goes up and valuable data is never used.
Paper and PDF forms are retyped into disconnected systems, slowing processes down and introducing errors.
How WelcomePath helps: Digital forms whose data flows straight into your systems and documents.
Long forms, repeated questions and redirects lead customers to abandon before they finish.
How WelcomePath helps: Forms prefilled with the data you already hold, in a guided journey.
Remote sign-ups face forged documents and deepfakes, while identity and anti-money laundering checks remain mandatory.
How WelcomePath helps: Integration with specialist identity verification services within the flow.
Proving who signed what, and when, once the customer is no longer in front of you.
How WelcomePath helps: Integration with e-signature and trust services from specialist providers.
Rules change, and every step and document must be traceable and retrievable for audits.
How WelcomePath helps: Traceable processes, with documents archived and retrieved in HubPath.
Every new customer receives the same standard pack, regardless of what they just shared.
How WelcomePath helps: Personalized welcome kits and next steps, built from form and enterprise data.
WelcomePath brings it all together in one onboarding flow: it captures and personalizes, and integrates with specialist identity verification and trust services wherever your process needs them.
How WelcomePath works
Capture. Reconcile. Personalize.
Unlike a standard eForms solution, WelcomePath doesn’t stop at a document built from what was typed. It reconciles form data with the data your organization already holds to personalize every document and next step.
Design forms around your business processes and collect structured information from customers, employees or partners.
Match and align form data with the customer data already held across your organization.
Generate documents and shape the customer journey based on the full picture of each customer.
Capabilities
Create forms tailored to your business processes, helping standardize how information is collected and organized.
Collect the data required to initiate processes, populate documents and support downstream business operations.
Enrich what customers submit with the information your organization already holds, so every output reflects who the customer is, not just what they typed.
Use predefined templates to produce professional documents whose content adapts to each customer, aligned with your organization’s standards and branding.
Use the reconciled data to shape what happens after the form is submitted, from the documents customers receive to the communications that follow.
Use case · Customer onboarding
From an online form to a welcome that feels individual.
Imagine a new customer signing up for a service through an online form.
Instead of a standard pack, every new customer receives a welcome kit that reflects their choices and their relationship with the organization from day one.
Use cases
WelcomePath supports a variety of scenarios where information needs to be collected and turned into personalized business documents.
Collect customer details and generate personalized welcome kits and onboarding documentation.
Standardize how customers, employees or partners submit information and initiate business processes.
Capture the information required to prepare contracts and other formal documents using predefined templates.
Simplify the creation of recurring business documents using structured data and consistent templates.
Digital onboarding
More capabilities. Better experiences. End-to-end digital processes.
We turn digital onboarding into a connected, secure and personalized experience, bringing together information, documents and processes across the entire customer journey.
WelcomePath
The customer completes the onboarding form on any device.
Integration · Identity verification
WelcomePath calls your identity verification service at the right step.
Integration · Trust services
Contracts are signed and certified through your trust service provider.
WelcomePath
A personalized welcome kit, built from form data and the data you already hold.
The same data personalizes the communications that follow.
Documents are archived and easy to retrieve throughout the relationship.
WelcomePath orchestrates the flow. Steps marked “Integration” connect to specialist identity verification and trust service providers.
Why DocPath
We connect every stage of the customer journey to deliver seamless digital processes, tailored to the needs of each organization and its customers.
We make it easier to adapt processes when regulations change, with traceability and document management that help you implement new requirements faster and shorten your time to market.
We design clear, intuitive journeys, with processes coordinated from start to finish and information managed securely and in a structured way.
We connect and automate processes with your existing systems, even in complex legacy environments, without replacing your entire technology infrastructure.
We coordinate every interaction channel to deliver consistent communications and experiences tailored to each customer and each stage of the journey.
We extend the capabilities and processes available to you with complementary technology, so you don’t have to build equivalent solutions from scratch.
Applications by sector
From account opening to claims, WelcomePath supports onboarding and the regulated processes that follow it.
In every sector, onboarding can end with a personalized welcome kit.See how it works
Integration · Identity verification (KYC)
Remote onboarding has to answer one question first: is this person who they claim to be?
Opening an account or taking out a policy online means verifying identity without ever meeting the customer. Fraud attempts are becoming more sophisticated, KYC (Know Your Customer) and AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) requirements still apply, and every extra step or redirect is a chance for the customer to give up.
WelcomePath doesn’t replace specialist identity verification technology: it integrates with it. WelcomePath orchestrates the onboarding flow, connects to the KYC and identity verification service of your choice at the right step, and uses the result to continue the process and personalize the documents that follow.
What the integration brings into your WelcomePath onboarding flow
The identity document is captured and checked for authenticity by the verification service. The extracted data can prefill the form, so customers don’t retype it.
A selfie is compared with the photo on the document to confirm that the person presenting it is its legitimate holder.
Liveness detection helps confirm that a real person is present, guarding against photos, masks, replayed video and deepfakes.
Where required, the flow can include sanctions, PEP and watchlist checks, with results kept alongside the onboarding record.
Identity verification, biometrics and AML screening are provided by specialist providers. WelcomePath integrates with these services within the onboarding flow; the checks available depend on the provider and configuration chosen.
Integration · Trust services and e-signature
Trust services WelcomePath can orchestrate in the onboarding flow
Simple, advanced or qualified electronic signatures, chosen to match the type of document and the level of assurance required.
Trusted proof of the date and time a document existed or was signed, issued by a trust service provider.
Proof of sending and delivery for key documents and notices, such as contracts and welcome kits.
Identity verification steps that allow the trust service provider to issue the certificates needed for advanced or qualified signatures.
Signed documents stay verifiable over time through the provider’s preservation services, and can be archived and retrieved with HubPath.
Electronic signature, time-stamping, certified delivery and preservation services are provided by specialist trust service providers. WelcomePath integrates with them; the legal effect of each signature or service depends on its type, the provider and the applicable regulation.
Beyond digital onboarding
WelcomePath is where the customer journey often begins. Data captured in its forms can feed EngagePath, DocPath’s Customer Communications Management solution, to personalize future communications, while the documents it generates can be archived and retrieved with HubPath.
With DocPath, organizations can expand their technology capabilities, simplify their operations and stand out with more complete, integrated and personalized digital journeys.
Where the customer journey often begins.
Data captured in forms personalizes future communications.
Generated documents are archived and retrieved.
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Discover how WelcomePath can help your organization capture the right data, combine it with what you already know and deliver personalized documents and customer journeys.
DocPath is an innovative platform that offers automation solutions for document creation and management.
