Finalize

This step is the final step and is used to wrap up the onboarding process.

Upon launching, a loader is shown and a finalization call is made to the backend API. If configured, a data sync process will trigger.

Once onboarding finalizes, the following is shown:

If finalization fails, a "Retry" button is visible and the user can retry finalization.

The screen can be configured to either manually redirect to a new URL once the user clicks "Complete", or to automatically redirect to a new URL once a configured amount of time elapses.

Backend API Step Configuration

The following backend API configuration options under "Steps" influence this screen:

"Finalize": {
  "Enabled": true,
  "Order": 11,
  "TimesRepeatable": -1,
  "HighRiskRepeatCount": -1,
  "NestProcessID": "",
  "NestMicroflowName": "",
  "IntegrationMode": 1,
  "IntegrationEndpoint": "your-integration-endpoint-here"
},

Please see the backend API step configuration section for more details on each property.

Other Backend API Configuration

The following backend API configuration options also influence this step:

  • RedirectMode

  • AutomaticRedirectDelay

  • StaticRedirectUrl

  • FinalizeImmediateCompletion

  • IntegrationIncludeDocumentRawImages

  • IntegrationIncludeDocumentCroppedImages

  • TargetImageType

Please see the relevant configuration option descriptions under the Backend API section for details on each property.