Document upload flow for mobile
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.
An optional welcome screen showing what documents are needed for a flow - here is verification.
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.
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
To help user upload documents faster, the upload options are laid out in the empty state.
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 practical, scalable, user-friendly designs.
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