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today Im going to be looking at an onboarding demonstration using liquid office and telephone so this particular onboarding process is performed by a financial planner for a bank and it has three key pieces of information that are required to onboard a new applicant a new client the first portion of the requirements is a PDF application so this application is filled out with the financial planner and the applicant either on the phone or in a branch office and it can be up to 17 pages long with information about the account theyre applying for the applicants name and address and so on the second piece of information thats required is a scan of a photo ID a government ID and then the last piece of information is a supporting document like a utilities bill a phone bill a statement from another account that the applicant has so we took those three requirements and built a liquid office forms process around it so Im going to launch that process now as the financial planner so the first
