Flowsecure´s How-to Guide

Welcome to Flowsecure, the ultimate platform for securely collecting client data. Elevate your professional efficiency by harnessing the power of Flowsecure, where seamlessly gathering client input becomes both professional and efficient. Initiate the process by creating a form, tailored to your needs, which can be effortlessly published or privately sent to your clients. As your clients fill out the form, you gain instant access to the data, ensuring a streamlined and secure workflow for you and a convenient experience for your customers.

How to use the KYC module
Click here to read more about KYC.

How do I create a form?
Creating your first form is easy. Just click on the 'Form templates' mode located in the tool bar on the left-hand side, and then ”Create form”.

Start by giving your form a name. Then, you have two options: you can create your form from scratch by adding various blocks with questions and fields for your client or contact person to fill out. Alternatively, you can utilize our AI assisted form creator to simplify the process.

If you want to try out our AI assisted form creator, just instruct it on what you need and click the arrow button. It's that simple!

You have the freedom to customize and modify the form according to your preferences using the tools located to the left of each block.

Don't forget to save your form by clicking the 'Create form' button located in the lower right corner. If you have already created the form, the button will say 'Save changes' instead. Done!

How to publish a form

Once you have created a template, you have two options on how to send/"publish" it. You can either pulish it as an open and public link, or you can send it privately to any recipient.

If you intend to publish a public link to your form, which you can send as a clickable link for any other purpose, you can use the 'Publish a Form' function. Publishing a form will provide you with a link you can distribute to many people. Each submission through the link will be stored separately. The link will be valid for one month but can be extended later if needed.

Click on the form you wish to publish and then hit the "Publish" button in your right hand corner. You can easily copy and share this link according to your preferences.

The difference between publishing and sending to a contact lies in the functionality and usability. Publishing a form makes it accessible to
the public via a shared link, while sending it to a contact means sharing it directly with specific individuals. Choose Request data to send a link to someone instead of using Publish form. When sent to a contact, the form can have added security measures and is 'sticky,' meaning responses are saved for later completion. This allows users to work on the form at their own pace over multiple sessions, providing a more personalized and secure experience.

How to analyse data

After gathering responses to your form, you can analyze them using AI. Simply click on the button «Analyse data with AI».  

You'll find pre-made questions that you can utilize, or you can create custom inquiries such as 'How many respondents believe we should do X?' The system will calculate the percentage based on the data, providing you with an insightful answer.

 

How to do a KYC information gathering

Flowsecure offers a variety of ready-to-use forms, including a KYC (Know Your Customer) information gathering form. This form allows you to collect passport and owner details from clients, enabling you to gather and verify their identity. You can access this form under 'Public Templates'.

You have the option to publish the form and receive a link to share it, or you can send it directly to a client. It's incredibly straightforward and time-efficient.

So, what are the main differences between the two options? In a nutshell, publishing is like casting a wide net, while sending to a contact is more personalized, secure, and user-friendly, especially for ongoing tasks.

Publishing a Form: Publishing a form means making it available to the general public or a specific audience by sharing a public link. It's like putting the form out there for anyone to fill out, perfect for situations where you want responses from a wide range of people, like surveys shared on social media.
‍Sending to a Contact: On the other hand, sending a form to a specific contact means directly sharing the form with individuals or a selected group. The cool thing here is that you can add extra security measures, like requiring login credentials, making it a safer option for confidential information. Plus, the form is 'sticky,' which means the data entered gets saved. So, your customers can work on it at their own pace over multiple sessions, instead of feeling the pressure to complete everything in one go. To send a form privately, you choose Request data instead of Publish form.

How to set up recurring requests

A recurring request means the same request will be sent multiple times based on the settings you choose. Each time it's sent, it will use the latest version of the form you've set up. So, if you make changes to the form, the future requests will use the updated version.To send requests regularly, go to the 'Request Data' section and select 'Recurring Requests' from the top menu. Here, you'll see a list of all your forms. You can choose to send them either once (single requests) or multiple times (recurring requests) within a specific time frame. For example, you can set them to be sent every month for the next 12 months.

Here, you'll see a list of all your forms. You can choose to send them either once (single requests) or multiple times (recurring requests) within a specific time frame. For example, you can set them to be sent every month for the next 12 months.
‍

How to send sensitive data

To send sensitive information, navigate to the 'Share Data'option in your toolbar or on your dashboard. You can choose between three secure methods:
1. Secure Link: Enhance security by adding a secret token to the link for a protected transfer.
2.  Secure Link with Password: Strengthen the transfer further by using a secret token in the link and an additional password sent via email.
3. Secure Link with Second Factor: Boost security with a secret token in the link and an extra layer, like an authenticator app, for added protection.

 
How to create Clients and Contacts

Creating a client or contact is simple. Begin by clicking on  'Client'  in the toolbar and then «Create client». Once you've created a client, you can add as many contacts to it as needed. Please note that all contacts and clients will be shared with every user in your Workspace.