Boarding Forms

Boarding forms are Preczn-hosted web forms that collect merchant data directly—without sensitive information ever touching your servers. Use boarding forms to gather business details, ownership information, banking data, and legal agreements as part of merchant onboarding.

Why Use Boarding Forms?

Security Benefits

Boarding forms keep sensitive data off your servers entirely:

• Bank account details are collected and stored by Preczn, not your platform
• SSN and tax information never pass through your infrastructure
• Secure transmission via HTTPS with Preczn managing encryption and storage

For platforms that don't want to handle—or aren't equipped to handle—sensitive merchant financial data, boarding forms provide a compliant collection method out of the box.

Operational Benefits

• No form building required—Preczn provides a complete, tested form experience
• Automatic requirement tracking—forms display only fields needed for the specific connection
• Branded experience—customize with your logo, colors, and domain
• Progress saving—merchants can complete forms across multiple sessions
• Mobile-friendly—responsive design works on any device

When to Use Boarding Forms

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Hybrid Approach

You can combine both methods—collect non-sensitive data through your own systems via API, then generate a boarding form to capture banking details and document uploads.

How Boarding Forms Work

flowchart LR
    A[Generate Form Link] --> B[Merchant Completes Form]
    B --> C[Data Stored in Preczn]
    C --> D[Requirements Updated]
    D --> E[Ready for Onboarding]

    style A fill:#29b6f6,color:#000
    style E fill:#66bb6a,color:#000

1. Generate a form link via API or Dashboard for a specific merchant and connection
2. Send the link to your merchant (email, in-app, SMS, etc.)
3. Merchant completes the form on a Preczn-hosted page with your branding
4. Data is stored securely and associated with the merchant record
5. Requirements are evaluated automatically—connection status updates to Ready when complete
6. Merchant is redirected to your configured return URL

Form Sections

Boarding forms guide merchants through these sections:

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Conditional Sections

Not all sections appear on every form. Attachments and T&C sections are configured per template. Some connections may also show an Account Login step for processor-specific account creation.

Auto-Save

Forms automatically save data as merchants complete each section:

• Previously entered data is preserved—merchants don't need to re-enter information
• The stepper shows checkmarks for sections with complete data

Form Expiration

For security, form links expire after a configurable duration (1 hour minimum, 90 days maximum, default 24 hours). When a form expires:

• The link redirects to your configured expiration URL
• Partially completed data is preserved on the merchant record
• Generate a new form link to continue data collection

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Expiration Best Practice

Use the shortest expiration duration that supports your use case. Shorter expirations reduce the window for unauthorized access to form links.

Getting Started

Before generating form links, you need to configure:

1. A custom domain - Your branded subdomain for form URLs (e.g., boarding.yourdomain.com)
2. A form template - Defines styling, return URLs, and expiration settings

See Creating Forms for step-by-step instructions.

Related Pages

• Creating Forms - Generate form links and configure automatic onboarding
• Configuring Domain Names - DNS and SSL setup for branded URLs
• Boarding Form Templates - Template configuration, customization scope, and inheritance
• Boarding Forms API Reference - API endpoints for forms and templates
• Merchant Onboarding - Complete onboarding journey
• Onboarding Troubleshooting - Diagnose form and onboarding issues