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Add-on Features

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Add-on Features

Simplified Individual & Juristic Entity onboarding #

Simplified Individual and Juristic entity onboarding provides a more streamlined end-to-end onboarding experience for your client and a less admin-intensive process for your internal teams.

  1. Send a branded email to your client to complete their personal profile information and upload all necessary documents required in the onboarding process. 
  2. You will receive an email notification once their application has been loaded.

For more information and pricing on this add-on feature please reach out to your dedicated Account Manager.

DocFox Forms #

The DocFox Forms feature can capture complex information in a simple fashion. For added ease, Forms can be pre-filled prior to inviting your client, saving them time, and creating a great digital onboarding experience. 

  1. DocFox will build your form into the system.
  2. You may use the ‘Manage Document Request’ button to request for your client to fill in the form.
  3. Once the form has been completed you will receive a notification email informing you that it is ready to review.
  4. Examples of Forms include: POPI Consent Form, Client information Form, Risk Rating questions, Terms and Conditions, etc. 

For more information and pricing on this add-on feature please reach out to your dedicated Account Manager.

Compliance Services #

At DocFox we offer expert advice for your industry and specific business practices. In addition to our DocFox software, we now offer hands-on FICA compliance services and certified FICA training. 

DocFox Compliance Services includes:

  • Expertly Crafted RMCP.
  • FICA Compliance Experts on Call.
  • Annual Compliance Review.
  • Certified FICA Training.
  • NewsWatch Newsletters.
  • Project Services.

For more information and pricing on this add-on feature please reach out to your dedicated Account Manager.

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You are being redirected to the DocFox App Login. Click ‘Continue’ to proceed to the DocFox App or ‘Cancel’ to stay on this website”.

Attend Our Upcoming Webinar