Get started by duplicating a template from the Marketplace or start from scratch by hitting the + icon in your purple left-hand Navigation Bar.
Sharing and Embedding Templates
The Share icon in the top right corner allows you to share the link directly with customers or utilize the embed link to add this directly to your website.
Every user in the organization will have their user id in the link when they copy/paste. This will make it easy to correlate new customers to their creators.
Dictionary Fields
Under has created dozens of fields for you to use out of the box.
Standard examples would be: First Name, Last Name, Legal Name, DBA, Tax ID, Routing, and Account Number.
More unique examples would be: Industry dropdown with all MCC codes, AutoComplete Address fields for Business and Legal, and an Additional Owner field that is used for Multiple Signers
This section can be expanded or contracted using the carrot icon on the right-hand side.
Custom Fields
This section is below the Under Dictionary Fields. These are fields you will create and store for use on future templates
This feature is currently in beta and will be rolling out soon.
This section can be expanded or contracted using the carrot icon on the right-hand side.
Adding Fields
You can click and drag fields onto the form
Add a new section by dragging field in-between other sections
Add a row by dragging field onto an existing section
Add a column by placing the field next to an existing field within a row
Fields that are present on the form will have a green cap. Fields that are not present on the form will have a gray cap.
Left-hand Sidebar for individual fields and sections
The left-hand sidebar for each individual field and section has tremendous capability, please study carefully
Field Type
In Purple at top right corner
Settings
Category
This correlates the section within the customer record
Labels
This is what the end user will see when being prompted to provide a value
Placeholder
This is the text seen in the box before the user clicks into the field
Description
This show up beneath the box in light gray text. This is similar to an info or help bar
Default Value
This is available for most field types if you woud like to provide a value for this field
Required/Hidden
Formatting
Numbers will allow Minimum and Maximum
Numbers will allow for quantifying the number by choosing Currency or Percentage
Text fields will allow for masks like SSN, EIN, Routing Number, Zip Code, or a Custom Mask
Conditional Logic by Field
Left = the field to base the conditional logic off of.
The Left Field will always need to come before the field inheriting the logic
Operator = logical options to test values true or false nature
Right = value from the left field chosen above
Action = Show or Hide
The bottom 3 rows will be locked until you choose the (first) left value
An Example of Conditional Logic by Field would be showing/hiding the credit card processing fields based on whether or not the end-user is currently processing credit cards.
Conditional Logic for Supporting Documents
After dragging a supporting document field type into the supporting document you can establish conditional logic for that supporting document.
Conditional Logic by Section
If you click on a section you can add conditional logic to show/hide the full section based on values from previous questions
An Example of Conditional Logic by Section would be showing or hiding the Additional Owner section based off the previous question asking if the business has any additional owners with 25% or more ownership.
+ Create
Clicking the + Create in the top rightallows you to create new fields from scratch
Elements
The Elements Section on the left-hand sidebar include Header & Paragraph fields. These fields normally go at the top of sections. You will have the option to edit the size and style of the text in these elements.
Field Types
When creating new fields to add to your Form, there are 17 unique field types.
Standard Fields
Text
This field allows a user an end user to enter any text
Letters, numbers, and special characters are allowed
Maximum characters = ?
Examples would be First Name, Address Line 2, or Return Policy
Textarea
This field allows a user to enter a longer text string
Letters, numbers, and special characters are allowed
Maximum characters = ?
An example would be a description of the product or service being sold
Email
This field allows an end user to enter an email address
This field allows an end user to enter a website address
Website format is required here
Examples and acceptable values would be under.io or https://www.under.io/
Number
This field allows and end user to enter a number field
Only numbers (0-9) are allowed in this field
An example would be asking how many locations the merchant owns
Phone
This field allows an end user to enter a phone number
Under provides the country code through a dropdown box
The formatting is dictated by the country code chosen
An example of the United States phone format would be +1 (800) 123-4567
Date
This field allows a user to enter a date from a picklist style menu
The user cannot enter a date manually while using this specific type of field
Date formatting = DD/MM/YYYY
You can format dates to include future dates
By default future dates are not allowed
Unique Fields
Address
The Address Field utilizes the Google Maps API to Auto Populate the user's address. Google returns Address Line 1, City, State, and Zip Code. So you will need to create these additional fields below Address Line 1 to inherit the City, State, and Zip Code values.
When you drag out the Address component you will need to create additional fields for City, State and Zip Code. You can then connect the City, State, Zip to the newly created fields. Screenshot below
City would be a text field
State would be a Select field
Use the `Bulk Import` option to bring in States so you don’t have to manually create these
Zip Code would be a text field if you would like to use the Zip Code Mask
You have the option to use a mask for this field which would be Zip Code or Zip Code + 4 digits
You can use a Number Field for the Zip code but you will not be able to utilize the Zip Code Mask
Address line 2 is would be a text field and this is optional
Select
The select field acts like a dropdown and only allows the user to choose one option
Example would be a True or False
You can turn on the ability to show a search bar. This allows a user to search for their option instead of scrolling through the complete list.
You have the `Bulk Import` option for this field
Options include: Months, States, Company Structure, MCC Codes, and NAICS Codes
Radio
The radio field groups options together and only allows the user to choose one option
Example would be a True or False
You can choose to show this as a circle or a block
You can choose 1, 2, or 3 columns
You have the `Bulk Import` option for this field
Options include: Months, States, Company Structure, MCC Codes, and NAICS Codes
Checkboxes
The checkboxes field acts like a MultiSelct and allows the user to choose multiple options
Example would be `Which State/s do you operate out of?`
You can choose to show this as a circle or a block
You can choose 1, 2, or 3 columns
You have the `Bulk Import` option for this field
Options Include: Months, States, Company Structure, MCC Codes, and NAICS Codes
Switch
Switch acts like a True/False field without needing to add two options
You can choose a default value for this field
Repeater and Additional Signers
These two fields allow for you to repeat sections of questions without being visible to the end user unless there is a need
Examples would be for multiple owners or multiple locations
You can use these fields to create a section of questions like legal name, address, ownership percentage, etc.
The additional sections will only appear if the end user signals there are more owners or more locations. They will stay hidden otherwise
You have the ability to choose a maximum number of additional sections
You choose the question to prompt the user to continue adding sections or stop at the bottom of the card
Additional Signers is the same as the Repeater Field but it is built to send signatures based on the email field
Slider
This field allows a user to enter a number field by using a sliding tool as opposed to entering a value
There are Minimum and Maximum values defaulted to 0 and 100 respectively
Adds to Total
This field allows a user to aggregate multiple fields to add up to a certain value
Example would be `What percentage of your transactions are B2B or B2C?` or `What percentage of your transactions are in person, online, or over the phone?`
The default Sum is 100
You can edit the desired sum
Merge
This field allows for values to pre-populate future fields
Example would be `Is your billing address the same as your shipping address?` or `Is your deposit account the same as your withdrawal account?`
You will manually choose the value from Field A to be correlated to Field B using a dropdown menu on the left-hand sidebar
Example of the Merge field merging Business Address field values to Legal Address field values
Supporting Documents
There is a specific section at the bottom of the form built to store the supporting documents. Similar to fields there will be Settings, Conditional Logic, and Required options
You will click and drag the supporting document component from the left-hand sidebar into the supporting document section
Bulk Import for Supporting Documents
The Bulk Import option for Supporting Documents at the bottom right of the Supporting Document section
Form Integrations
Google Maps API
You can click and drag the Google Maps icon the top left corner of the form by the wand icon to gain access to a user's location while filling out the application
Twilio Multi-Factor Authentication
Twilio is on by default on the first card
This allows you to verify the user with their mobile phone number
Currently Under only accepts US-based mobile phone numbers
No Voice Over Internet Protocol numbers
No landlines
Plaid Bank Verification
You can click and drag the Plaid icon onto the form wherever you would like the Plaid integration on the Form
You will need to connect the Routing and Account Number returned by Plaid to the correct Routing and Account Number fields on the form
Utilizing Conditional Logic by Section, you can hide the Bank Information card based on Conditional Logic from the Plaid connection
Undo/Redo & Bell Icons
This Undo/Redo allows you to Undo or Redo a previous action
The Bell Icon shows you errors, warnings, and activity on the Form. If you see red notifications, you will want to fix these before saving
Field Search Bar
The search bar allows you to search for specific fields on the left-hand sidebar. There are also pills underneath the search bar that allow you to search for all fields with that specific format. Examples would be text, email, phone, address, select, etc. If you click on that pill, only that type of field will show on the left-hand sidebar.