📥Setting up Zipwire Collect
What happens once you click Get Started on our website? Here's a brief guide to the onboarding process and how you can approach testing Zipwire Collect out.
Acting out the roles
It's unlikely you'll dive straight in by testing an unknown app out with your precious customers without having used it yourself. So we'll assume this is a test exercise.
You'll need two people, or at least one person with two completely separate logins. Preferably, you'll also use two different devices, perhaps your laptop and your phone.
For document collections we have two roles, the Collection Requestor and the Collection Recipient.
The requestor is the person who usually works at a company and wants to run KYC or otherwise collect some information from a new hire or client. The recipient is the person who receives the request to send documents.
The requestor will setup their workplace and then add the recipient's details and create a new collection request. Nothing is sent to the recipient until the collection is opened in Step 3.
Logging in
Zipwire doesn't have its own usernames and passwords at all. You must login via Google, Microsoft, Amazon etc. Each of these logins are treated as separate identities so long as they each have a different email address.
Anyway, make sure you have a login for the requestor and a different one for the recipient.
Step 1
Go to the Zipwire Collect home page (not the Zipwire Approve page) which talks about document collection and find one of the Get started buttons, and then click it!
You'll be asked to login. See the note above and go for it.
After login you'll be returned to a page asking for your workplace details. Enter the details of your real workplace, rather than any fake/test details. It's just easier to get setup with your real details if you think there's a chance you'll continue to use Zipwire.
You can erase your account and your workplace when you're done via My account. You can also abdicate the throne by adding a second administrator for the workplace and removing yourself. This can be done under Our teams.
Enter your workplace details and hit Continue.
You'll be emailed a link to follow to confirm that you are indeed in control of the email address you supplied with the company domain.
Click the link and you'll be returned to the workplace setup page where you can proceed. After a couple of moments while we get things setup, you'll be taken to the Create new collection page.
Step 2
Enter the email address of the recipient. As mentioned, this can be another email address you control, a family member or a colleague.
Once submitted, you'll then be asked for their name and mobile number. Be sure to spell and capitalize your recipient's name as they'd prefer it. The mobile number will be used to send a WhatsApp message.
Step 3
Zipwire will create a new user account for your recipient, or if the email address is known to Zipwire already, it'll use that account.
You'll then land on the Create page for your recipient. This is the editor for your collection and you'll be able to add documents and packs.
For the collection, we recommend you set the collection up to request a real document you have to hand.
Note that nothing has yet been sent to the recipient.
Feel free to play around with the editor and the various options, how to save changes etc.
When you're ready, hit Open to finalize the collection, send notifications to the recipient and wait for responses.
Step 4
If you are also the recipient and you've entered your own mobile number, you can jump onto your phone and reply with a photo of a document.
This won't immediately work! Before we can store the document, we need to know where in the world you'd like your data held, so you'll get a reply asking for your choice.
Reply with your choice using its two-letter code and we'll reply to say that it's done and you can now send that document again! Try sending it again...
It'll take around 30 seconds to process and you'll get a response if it matches!
Documents you upload via WhatsApp are processed, matched (assuming they've been requested) and stored, but they are not automatically sent to the requestor. To send documents, you'll need to head to our website and press a button (we are working to improve the bot to let you do all sorts of stuff).
Anything you send will be stored, regardless of whether it is a match for an open collection.
Be careful! If you follow the link using your phone, remember to use a different login to what you used for the requestor.
Step 5
If you've logged in via your phone, you should be taken to the area where we hold your documents and list all your collections. You should see the document you've uploaded and be able to hit Send to dispatch a copy to the requestor.
When you send a document, it is decrypted and copied to the storage location of the requestor where it is encrypted again using a key for their account. Although the data is sent on secure channels and never leaves our cloud provider's private global network, your requestor may not hold their documents in same region as you.
As a requestor, you can forcibly close collection. Any outstanding documents will be marked as refused and you will no longer receive any nagging notifications to send documents for this request.
Step 6
Swap back to the requestors login or device. Refresh the page of open collections and you should see your document is available to Accept or Reject.
Once all documents are accepted you can close the collection so it is formally done.
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