How to create a digital registration

Create a document within Whistle to have electronically sent via link.

1. Go to the Company tab inside Whistle
2. Select the Digital Registration Flows section
3. At the top right of the page, click the Create
   
4. Add document Title
5. Click Create
   
6. Click Add Step
   
7. Add Step Title
8. Manage the Text and Fields Required - click the field name to add the field into the document to be edited
   1. Text
   2. Terms Checkbox
   3. Signature
   4. Name Field
   5. Phone Field
   6. Attachment Upload
      1. It is not advised to have guests upload Credit Card/Driver's License information since this requires PCI compliance certification
      2. File Types Supported: jpeg, gif, png, apng, svg, bmp, bmp ico, & png ico.
   7. Text Input Field
   8. Number Field
   9. Dropdown
   10. Select a Date
   11. Select a Time
9. Enable the step to be visible when the link is accessed
10. Click Save
    

     

    12 STEPS

    1. The first step is to open Whistle Messaging and click Company

    

    2. Click the Digital Registration Flows section

    

    3. Click Create

    

    4. Enter document Title

    

    5. Click Create

    

    6. Click Add Step

    

    7. Enter Step Title

    

    8. Click Save

    

    9. Manage the Text and Fields you want your document to require

    

    10. Enable the step to be visible when the link is accessed

    

    11. Click Save

    

    12. That's it. You're done.

    

    Here's an interactive tutorial

    ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

    https://www.iorad.com/player/1932265/How-to-create-a-digital-registration