Zipwire Documentation
Visit Zipwire
  • ๐Ÿ‘‹Welcome to Zipwire
  • Overview
    • ๐Ÿ’กWhat is it?
    • ๐Ÿ™‹โ€โ™€๏ธWho can use it?
    • โœจOur Features
    • ๐Ÿš—Can I test drive it?
      • ๐Ÿ“ฆSetting up Zipwire Approve
      • ๐Ÿ“ฅSetting up Zipwire Collect
    • ๐Ÿ”‘Logins & Invitations
    • ๐ŸขZipwire Collect: Rapid Onboarding, Effortless Compliance
    • ๐Ÿ’พData Ownership in Zipwire
  • Zipwire Approve
    • ๐Ÿ…How Zipwire Approve is radically different and speeds up pay day
    • โ›”Why we don't track start and end times
    • ๐Ÿ“ฆUnboxing key concepts
      • ๐Ÿ“œAccounts
      • โฒ๏ธTimesheets
      • ๐Ÿ‘ทSenders
      • ๐ŸšฆApprovers
      • ๐Ÿ‘‘Processors
      • โคต๏ธWorkflows
      • ๐Ÿท๏ธAssignments
      • ๐Ÿ“Billing Plans
      • ๐Ÿ’ฑRate Plans
      • ๐Ÿ“ฌTeams & Inboxes
      • ๐ŸขWorkplaces
      • ๐Ÿ›ก๏ธClients
      • โœ๏ธThe Journal
      • ๐ŸคธActivities
      • ๐Ÿ’ธPayment Methods
    • ๐Ÿ”ฒLogical structure
    • ๐Ÿ› ๏ธSet up your workplace
    • ๐ŸšฅProcessing stages
    • ๐Ÿ’ตUnderstanding invoicing
    • ๐Ÿท๏ธUsing assignments
      • ๐Ÿ–๏ธHoliday assignment
  • Zipwire Collect
    • ๐Ÿ—„๏ธEffortless Document Collection for Any Need
    • ๐ŸŸขGet Started
    • ๐Ÿ˜ญIDSP, IDVT, KYC, KYB and AML
      • ๐ŸคณSelfie Checks Powered by Yoti
      • โ›“๏ธBlockchain Attestations
    • ๐Ÿ“„Using Packs
    • ๐Ÿค–Machine Vision
      • ๐ŸคทFailure to Recognise
      • ๐ŸชชDocument Types
    • โœ๏ธManual Entry for Streamlined Information Gathering
    • โœจCreating a Collection with AI
    • ๐Ÿ‘€What the Respondent Sees at Their End
    • โ™ป๏ธLifecycle of a Collection
    • ๐ŸššBulk Upload
    • ๐Ÿ”Document Inspection
  • Fundamentals
    • ๐Ÿ›ก๏ธSecurity
      • ๐Ÿ“ฒAuthenticator mobile apps
      • ๐Ÿ”Two factor in Zipwire
      • Wallet Connections
      • Sign-in with Ethereum
      • Attestations
        • Potential for Sleeper Wallets on Ethereum
  • Use Cases
    • ๐ŸŽญIdentity Checks - Right to Work
    • ๐ŸชชCompliance - Know Your Customer
    • ๐ŸŽจFor Senders
      • ๐Ÿ’ฌSending journal updates via WhatsApp
      • ๐Ÿคธโ€โ™‚๏ธNaming activities
      • โœ๏ธTracking time in your Journal
      • โฒ๏ธSend your first timesheet
    • ๐Ÿ“ฑTracking time via WhatsApp
    • ๐Ÿ–ฅ๏ธFor Approvers
      • ๐Ÿ’ฌApproving timesheets via WhatsApp
  • Troubleshooting
    • ๐Ÿ”€Tangled Identities
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On this page
  • Seamless Integration
  • Variety of Entry Types
  • Example - Employment reference history
  • Enhanced Efficiency
  • Example Use Cases
  1. Zipwire Collect

Manual Entry for Streamlined Information Gathering

Zipwire Collect isn't just about collecting documents. It empowers you to gather a wider range of information through its versatile manual entry options. This allows you to create comprehensive packs that combine documents with specific details, streamlining your information gathering process.

Seamless Integration

Manual entry options seamlessly integrate with document uploads within packs. You can mix and match, ensuring you collect everything you need in a single, organized request.

Variety of Entry Types

Zipwire Collect offers a range of manual entry options to suit your specific needs.

Type
Description

URL

Need to collect links to relevant websites or online profiles? Include a URL entry field in your pack.

Confirmation

Require verification of an action or agreement? A confirmation checkbox ensures clear acknowledgment.

Comment

Offer space for additional information or clarification with a comment field.

Code

Collect access codes, license numbers, or other unique identifiers with a dedicated code entry field.

Identifying details

This item collects a person's name, date and place of birth, nationality, citizenship so as to distinguish them from anyone else.

Residential address history

Gather past addresses for compliance purposes or background checks.

Employment reference history

Streamline reference checks by collecting contact information and previous employers directly within the platform.

Emergency contact

Collect the name and contact number to use in emergencies

Yes or No

Ask a simple question. Useful when paired with conditional logic.

Claimed Identity

When assessing a person's identity, it is important to collect information from the person as to who they claim to be so you can compare this information against the supporting evidence they provide. Use the Identifying details item type for this.

Example - Employment reference history

Here's what the form looks like to your respondent.

Enhanced Efficiency

  • Reduced Back-and-Forth: Combining documents and manual entry eliminates the need for separate requests, saving time and effort.

  • Centralized Information: All details are stored in one secure location, improving accessibility and organization.

  • Conditional Logic: Use conditional logic to tailor manual entry fields based on uploaded documents. For example, only request employment history if a reference pack is selected.

Example Use Cases

Here's how manual entry can enhance your Zipwire Collect experience:

  • Onboarding Contractors: Collect passport scans along with confirmation of their understanding of company policies through a timestamped confirmation box.

  • Gathering Client Information: Request a website URL alongside a signed contract.

  • Reference Checks: Collect contact details and previous employers for references, along with a space for comments on the candidate's performance.

Zipwire Collect's manual entry options empower you to create comprehensive information requests, streamlining your data collection process and saving valuable time.

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Last updated 8 months ago

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The reference history form with checked start and end dates