Document upload flow for web

To improve the activation flow for a new tax service customer, we at Kontist developed a way for the customer to upload their documents during the onboarding.

Your documents homepage

A hub for the customer containing all of their relevant documents in one place. Creating a design system helped us scale the feature.

  • Each accordion is a category, with a folder (document type) as a child element.

  • Folders are state-aware showing thumbnails and the number of files.

  • Customers can drag and drop a file in the folder directly from this view.

Folder view

Clicking on any of the list items above takes you to the folder view.

  • Each folder is accessible with a direct link in case CRM/CS team sends the link to the customer

  • The central card is a big drop field to help with easy file upload.

Scalable components in modal form

By focussing on creating a component pattern, we were able to quickly build a modal version of the flow - helping the customer upload docs without breaking their flow.

Handshake document & Specs

I make sure to spec out each component and their interaction to ease out designer-dev handshake. This improves efficiency, especially in remote setup, because devs always have everything in place for their UI work.

About me

I’m Sahil Dave, a Product Design Expert based out of Berlin - with over 8 years of experience, specializing in creating practicalscalableuser-friendly designs.

Work Inquiry

🌐 https://sahildave.com/

📧 hello@sahildave.com

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