This was a project I did for a company called Zaam, as a freelance contractor with my business. Zaam does business onboarding forms. They are a SaSS company. Fantastic product if you are a large company or if you have a lot of regulation for your clients, a lot of forms, automatic PDF’s filling out agreements use Zaam, Zaam.io, fantastic.
So this was the main product that I helped build for one of their clients.
(clicks on yes)
This is a pre-filter that puts you on a list or allows you onto the next form. If I click “no”, I’ll basically get blocked and I cannot continue, but let’s say yes.
So, here we are, this is the main step forms here.
(tries to click ahead)
I cannot click ahead. I have to do it sequentially. We thought that made the most sense.
(clicks on the plug-in to the top right, starts to click on fields to reveal roll down menus)
I also have a handy plug-in here, that allows the browser to fill in fields with dummy data. On some forms that I built for this company, we have live SSN checking and what-not, a sync validation in it, but this is just synchronous validation for this. So you can see that we continue.
This is still in development, but it’s more or less there.
(hovers over circles to the left)
So on production these circles are the right size and things are more or less good, so you can see that now that we have the second form.
(clicks on first circle)
If we want to go back, we can go back.
(tries to change something)
If I change something, and I try to continue…oooh, that’s actually optional. You can see that we cannot continue. That was funny there, guys.
(resets page)
So let’s continue, that basically re-saves it. I’ll show you here after I upload some more things.
(chooses from citizenship field)
Citizenship, let’s say it’s not American, there’s some logic,
(fills in number for passport)
has to be a National I.D., passport number, and you have to upload your passport.
(scrolls down to photo upload area)
Let’s upload some cute dog photos, bam!
(continues scrolling through the fields)
They’re uploaded, they go to the server, there’s an EUID, there’s an S3 bucket that host’s them, but let’s say that the country they actually reside in is different. So U.S. country? They
Dropdown. Non-U.S. country? Date or Province textbox. Makes sense, right?
(hits continue)
So I could continue on that. There is some logic for these, right? Let’s click on through all that.
(starts filling in answers. Clicks other owners)
Are there other owners? You can add these dynamically. One, two, got it?
(fills out one field)
But for the sake of time, let’s just do one.
(quickly selects options in fields)
Let outright quick, let’s say they are Albanian, and we need a different photo. Let’s use Patch pup. He’s a great one. And the country, let’s say they are actually in the U.S. now. A little logic on the continue. We save that and let’s fill this out. And of course, these have to match, so Lucy Rosalles, alright. All this data goes to a CRM that Zaam has built for the client. This is essentially a pre-submit that stays in the date base,
(clicks on authorization)
and you have your typical authorization. Click-throughs, if you click this link it goes to a pdf generated by the back end. I didn’t build that, so I’m not going to demo it.
(clicks submit)
You have a final submit. Submit application. Bam! There you go! Right? The cool thing about this is if I go back…
(pop-up window opens with something about motorcycles)
oops! I ride motorcycles. Let’s load that out.
(goes back to data just entered)
Okay, you can see that you can go back to all this data and it has been saved. You can see these images, see these owners, it’s all there. So really great software, like I said it’s still in development, so we’re still putting in more logic and integrating this to be more complete, but for demonstration purposes and an example of what my business can offer your company, I think this stands to be a very good example. So I hope you enjoyed it, and take care.