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- Goals
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- Few steps as possible to βdoneβ & downloadable PDF
- Fast! (webpage steps specifically)
- Tools to prevent errors:
- live previews
- easy corrections
- contextual help
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- New-to-Merchants features
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- Live document preview
- Live pricing
- Document bundle
- Save an in-progress/incomplete record
- Secure transcript for history & exchanging information
- Secure document attachment
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- Do not lose sight of
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- Easy access to PDFs
- Ability to endorse/cancel
- Logical steps/divisions during data entry
- Integrations, e.g. domain search results and existing agency bond lists
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