What is a Workflow Template?

A Workflow Template defines the structure of your Workflow. It is required in order to create Workflow Sessions.

The template sets the steps your customers will go through (for example: Identity verification, Bank account IBAN verification, Signature Request).

How to create a Workflow Template

To create a Workflow Template, you can go directly inside the Workflows > Templates section of our Application, here.

📘
Requirement
Make sure you have an API key created either in the Sandbox or Production environment to be able to create a Workflow Template.

When creating a new template you can choose :

The Action groups of your Workflow Template
A custom experience to personalize the appearance of you Workflow Collect links.

Yes. We can create as many Workflow Templates as you need, depending on your different use cases.

A Workflow Template is built from one or more Action Groups.

Each Action Group represents a type of Action your customers must complete during a Workflow Session.

Available Action Groups:

Action Group	Supported Actions
Identity Verification	ID Document verification / ID Video verification
Company Verification	Company Verification
Bank Account Verification	Bank Account Verification / Bank Account Lookup
Watchlist Verification	Watchlist Verification
Proof of Address Verification	Proof of Address Verification
Signature Request	Signature Request
Document Analysis	Document Analysis including the following `types`ie : `social_security_document_analysis`,`company_certificate_document_analysis, business_registration_certificate_document_analysis, driver_licence_document_analysis`.

All Workflow Sessions created from a Workflow Template will inherit the same set of Action Groups defined in that template.

Use case: A B2C rental company requires a KYC (Know Your Customer) check before a customer can sign a rental contract.

Workflow Template:

Name: B2C Rental Workflow
Action Groups:
1. Identity Verification – Verify the customer’s identity
2. Bank Account IBAN Verification – Verify the customer’s bank account
3. Signature Request – Customer signs the rental contract

To list all Workflow Templates in your organization, use the following endpoint: GET /workflow_templates.