Onboarding Tool Template

What you can do with the Onboarding Tool Template

The onboarding tool is essential for operations teams to onboard clients or vendors while ensuring compliance with KYC (Know Your Customer) standards, especially in regulated industries like finance. 

Jet Admin’s Onboarding Tool Template offers a ready-to-use system that requires minimal customization to get started. Connect your data sources, third-party apps, and storage to manage documents and photos, consolidating everything into a seamless, easy-to-use application that fits your workflow.

This Onboarding Tool Template is useful in several scenarios:

Manage the queue of customers to be onboarded. Visualize and track your onboarding list in a single table, with key details like tags, company information, and current status at a glance. Filter and sort data to focus on specific client sub-segments.

View personal information. Access comprehensive client details, including photographs, email, past actions, ID information, and more, to ensure data is up-to-date and complies with KYC procedures.

Verify documents. Along with personal information, view all submitted documents such as IDs, passports, and driver's licenses. Browse them in a gallery or enlarge specific images to verify authenticity and ensure the details match the provided information.

Track and manage onboarding status. Monitor onboarding progress alongside client information with an easy-to-read progress bar. See whether a client’s request is newly submitted or in progress. Update statuses as you verify documents and ensure compliance with KYC procedures.

Request documents. If the provided documents are insufficient or require additional confirmation, you can request specific documents from the client, specifying what kind of document you want to receive.

Why use an Onboarding Tool Template in Jet Admin?

Building your own onboarding system from scratch can be costly, and most online templates offer limited customization. This template includes a no-code platform, enabling non-technical users to extend it or build other operational applications from scratch. Jet Admin provides a library of drag-and-drop UI components, permission management, built-in functions for business logic, and a wide range of native integrations.

Consolidate Client Data. Jet Admin offers 60+ native integrations and the ability to connect to any custom system via APIs. Beyond that, you can combine and blend data from multiple sources into a single table without writing a single line of code. Additionally, you can transform and adapt data using a library of formulas and functions, ensuring operational efficiency and reducing errors in your app.

Search and filtering: All UI components in Jet Admin come with built-in search, sorting, filtering, and pagination. These features can be easily enabled, disabled, or customized. You can also unbind search and filter options and place them anywhere in your app.

Variety of UI components: Jet Admin provides 60+ ready-to-use UI components that can be linked to your data without any coding. These components also come with built-in styling functions, allowing you to easily customize the look and feel of your app.

Granular permission management: Set role-based access rules for pages, data (Create, Read, Update, Delete), and UI components (conditional visibility). You can also set up authentication for users using Jet Admin’s built-in Auth system or external providers such as Auth0, Xano Auth, and others.

Data drill-downs: In addition to ready-to-use UI components, Jet Admin provides granular control over data and variables, allowing you to pass dynamic parameters across components, formulas, and pages. This helps create complex user flows with dynamic context, enabling users to zoom in on relevant data instantly.

Easy and Flexible Deployment. Deploy your Admin Panel either in the cloud with Jet Admin managing infrastructure and updates, or self-host it locally behind your VPN in your own VPC. Ensure your live app is bug-free with version control, multiple environments, and audit logs.