📄Using Packs

This page dives into Zipwire Collect's innovative pack system, explaining how it streamlines onboarding by simplifying document collection, customization, and ensuring compliance.

Zipwire Collect: Powerful Packs for Streamlined Onboarding

Zipwire Collect goes beyond basic document collection with its innovative pack system. Think of them as pre-built folders tailored to specific needs. Common examples include "Proof of Address," "Insurance Certificates," or "Identity Verification." But Zipwire Collect doesn't stop there.

Powerful Customization:

• Define Completion Rules: Each pack can have its own completion rules. Need two documents out of five options (e.g., utility bill, driver's license, bank statement)? A pack can handle that!

• Nested Packs: For complex requirements, nest packs within each other. Imagine collecting a "Foreign Worker Pack" that only activates if a passport from a certain country is submitted.

• Conditional Logic: Leverage Zipwire Collect's conditional logic to ensure you gather the right documents every time. For example, automatically request a visa if a passport isn't from a pre-approved list.

Effortless and Efficient:

This powerful pack system streamlines onboarding by:

• Saving Time: Template packs eliminate the need to manually request specific documents each time. You can save frequently used packs for reuse as templates, saving even more time when setting up new document collections for different worker types.

• Reducing Errors: Conditional logic ensures you collect the right documents based on individual worker situations.

• Improving Compliance: Clearly defined pack requirements help you meet regulatory requirements for onboarding.

Zipwire Collect's pack system makes document collection a breeze, empowering you to onboard workers quickly and efficiently.

Examples

PASS

One the most useful ideas behind packs is to allow you to collect one of a number of documents. The UK has a scheme for issuers of identity cards called PASS, Proof of Age Standards Scheme.

There are many issuers under this scheme who each have their own kind of card and a person usually only has one of these. A proper PASS card is considered a fairly strong means of identification so you could create a PASS ID Pack which contains all the various kinds of PASS IDs available and a rule that stipulates "any 1 of these".

Business Insurances

You may require any subcontractors you work with to be adequately insured against damages or losses they may cause in the process of delivering their work. It's common for businesses to need to have Professional Indemnity Insurance and/or Professional Liability Insurance and the insurer will furnish the business with a certificate document, often a PDF.

Both of these types of certificate are great ideas to put into a Business Insurances Pack where both proofs are required.

Various Proofs

Another fantastic way to use packs is to give options for the ways in which a person might supply a proof. Sometimes a person is in possession of a physical certificate they can photograph, or a PDF file issued by an authority, but increasingly people can generate online proofs such as share-codes and web hyperlinks.

A pack with the "any 1 of these" rule can include either way of submitting the proof. This pack can then be included in other packs, such as those in the examples above.