I’m creating a service (or two) where there is a break in the process between the initial online form and requiring proof to be uploaded and I’m working out the best way of doing this.
I know I can put it all on one form and allow the customer to save the case and return to it to upload the proof but I like the idea of the form being submitted and then having a second form with the proof uploads. Has anybody done this? And if you have how do you get the customer to the second form?
Alternatively, I’m really open to suggestions of what others have done or would do in a similar scenario.
(Just for information, this will all be done using the portal with customers logging in.)