Creating Onboarding Forms

Using the Form Builder

CloseFlow's form builder lets you create custom intake forms for vendor or customer onboarding. Add fields for company info, tax documents, banking details, and compliance checks.

1. From the CloseFlow app page go to Onboarding → Form Settings.
2. Click 'New Template' and choose Vendor or Customer.
3. Configure visible fields and required fields, and add Custom Fields if necessary.
4. Add Requested Attachments if you need your Vendor or Customer to send you documents or Upload Documents you want attached to the form for your Vendor/Customer to download
5. Save and publish the form.