This page is unlisted. Search engines will not index it, and only users having a direct link can access it.
Portal screens
Detailed reference for each Portal screen used by the journeys. Labels are quoted exactly as they appear in the English interface; some screens say Magic Link where the menu says Access Links — both name the same thing. Content was checked on 2026-10-09 against the Portal interface source (portal-fe2563ceb) and the Portal service (portal-be9dae623). On 2026-10-17 the Dashboard and the Recipient's page were observed in DEV, inside the Cogneris Platform, with a synthetic company and synthetic profiles (Portal interface 25579b8, service 44dbea1); their Content status says Observed. On 2026-10-18 My Forms, the form wizard, Magic Links, the Create New Magic Link dialog, the link details page and Journey languages were observed the same way (Portal interface 00ea9a6, service 9ad5ae3). Later on 2026-10-18 Company insights, Preview and WhatsApp consents were observed too (Portal interface 4e3d45d, service 6c3abb1). After their fixes, the link details page (Portal interface 694dc66), Preview and WhatsApp consents (Portal interface a259594, service 029081f) were observed again on 2026-10-18. Screens still marked From source; not observed were not exercised; the form editor carries a known defect.
Total Submissions, Completion Rate, Avg. Fill Time, Active Forms, and Top Forms by Submissions. Not connected yet: every value shows — and the table shows No data found.
Sign-in activity of your company for Last 24h, Last 7 days or Last 30 days: the cards Usage (sign-ins), Unique visitors and Events / visitor; API usage, the sign-ins per day against the previous period, as a chart or a table (Date, Current, Previous); Access by country (No data for the selected period when there is none); the Access heatmap by day of week and hour; and Top origins, Top browsers and Top countries.
How to get here
Menu Company insights
Who sees it
Everyone can open it; without company administrator access it shows This page requires company administrator access. Ask an administrator at your company to grant it.
Content status
Observed (2026-10-18, by a company administrator and by a profile without administrator access)
Required Documents: one line per document, Add document, remove button per line
Layout
Single Page or Multiple Steps, then Create Form
Back, Next, Cancel (first step) and Retry (after an error) move through the wizard. Error calling AI… means the AI prompt for that step is not configured for the company.
Create Form at the end of the wizard, or Edit Metadata on My Forms
Content status
From source; not observed
Area
Content
Header
Back, the form name, Save Changes
Builder
The visual form builder: palette of fields, the form, and the field settings
Details panel
Name *, Description, Workflow (or None), Available in the mobile app, and Document Requests with + Add, edit and delete per row. Can be collapsed.
Document request field
Required
Content
Title *
Yes
Up to 50 characters; shown to the recipient
Description *
Yes
Instruction shown under the title
Types Allowed *
Yes
The kinds of document accepted
For Each *
Marked required
Form field whose values repeat the request; empty means ask once
Validation
No
Validation rule
Optional
No
The recipient may skip the document
Action
Effect
Reversible?
Save Changes
Saves name, description, workflow, mobile setting and design: Changes saved!
Yes, by editing again
Create / Update (document request)
Saves the request immediately
Yes
Delete (document request) → Delete
Are you sure you want to delete this document request?
No
Known defect — XTRAK-2594
The form editor does not open: Edit Metadata on My Forms and Create Form at the end of the wizard leave the content area blank, because the visual builder is not licensed for the Cogneris address. Observed in DEV on 2026-10-18; tracked in XTRAK-2594. The wizard still creates the form. This screen's content is still From source; not observed.
Try a form as a recipient would, without sending a link. Page title: Test forms.
How to get here
Menu Forms › Preview
Content status
Observed (2026-10-18, by a company administrator, up to Confirm; Open Camera not walked)
One card per form. Selecting a card opens the run page: the form with Submit, then the tabs Exported Form, Checklist (…) — one card per document request, with Open Camera, Upload File, Retake and Delete, and a green check once the file is in — and JSON (the answers as data, with Copy). Under the cards: … items selected, Confirm and Back to Form. Confirm enables once every document request has a file; selecting it shows Documents captured successfully and the capture identifiers on the JSON tab. Back to Tests returns to the cards.
Company administrators. Without company administrator access the WhatsApp consents button is not shown, and inside Cogneris the page shows This page cannot be opened.
Content status
Observed (2026-10-18, by a company administrator, including an import that fills collectedWhen, and by a profile without administrator access)
Column
Content
Number
Phone number
Status
Granted, Revoked or Opted out
How was it collected?
Web form, Contract, In person, Import
Consent date, Recorded by, Where is the proof?
As recorded
Actions: Revoke (granted rows) → Stop sending WhatsApp messages to …?; Import CSV (phone,source,evidenceText[,collectedWhen], E.164 numbers). Messages: Consent revoked., … consents imported., … imported, … failed., That file has no rows., and CSV line …: "…" is not an E.164 number for a row that is not. When a row fills collectedWhen (a date such as 2026-10-17, or a date and time), that is the consent date shown; without it, the consent date is the import date.
Which languages recipients may use on the recipient's page, and the company's own wording for each. Page subtitle: Choose which languages your invited visitors can use and adapt the wording of the journey for each of them.
How to get here
Menu Send & Collect › Journey languages
Who sees it
Everyone with access to Portal. Anyone who is not a company administrator sees Only tenant administrators can change journey languages and texts. You can review the settings here.
Content status
Observed (2026-10-18, by a company administrator, who published, and by a profile without administrator access, who saw it read-only)
Area
Content
Languages offered to visitors
English, Português (Brasil), Português (Portugal)
Default language
One of the enabled languages
Pin complete bundles for new links
Keeps a fixed copy of the journey for links created after publishing
Custom wording
Per language and message: Standard text, Your text, placeholders and length limit
Preview
The recipient's text in a chosen language
Outcomes by language
Started, Completed, Abandoned, In progress, Revoked per language
Journeys with errors
Links with errors reported by recipients
Header
Version (Version … or Never published: the standard settings apply.) and Publish
The requests you opened to your company's support team, and the pages to open and follow one. The journey is in Ask your company for support.
How to get here
Menu Support
Who sees it
Everyone with access to Portal, where support requests are reachable. Each person sees only their own requests.
Content status
Observed (2026-10-18, by a company administrator; Portal interface 542dc84, support service 3345d31). A reply from the support team was not observed.
Page
Content
My support requests
Ask the company for help and follow the replies., New request, and one row per request with its reference, status and Updated …. Empty: You have not opened any requests yet. Turned off for the company: Support requests are not available for your organization yet.
New support request
Subject, Process reference(optional), Category (only when the company set up categories), Description (Do not include passwords or document numbers.), Cancel, Send request. New requests paused: New requests are not available for your organization right now. You can still follow your existing requests.
Support request
Request …, Status, Opened, Last update, Conversation (No replies yet. until the support team answers), Your reply and Send reply
Statuses: Open, In progress, Waiting for your reply, Resolved, Closed. Replying to a Resolved request reopens it; a Closed request takes no replies.
Observed (2026-10-17, form, Upload File, Confirm and a correction round, in English, Português (Brasil) and Português (Portugal); Open Document Camera and the selfie check not walked)
Area
Content
Header
Document Portal, Submit Documents, the status (Protected link, Correction needed, Documents Received!, or the error)
Progress
Verifying link..., Fill Form (when the link has a form), Submit Documents, Documents Received!
Security
Protected link, No account required, Limited access
Context
Expires at, Process ID:
Journey language
Shown when more than one language is enabled
Form step
This link expires on …, the form, Submit
Documents step
How it works? (or the Correction needed notice), one card per document with Open Document Camera, Upload File, Retake, Delete, then Confirm (or Resend document in a correction round)
Message
When
Link Expired, Link Cancelled, Access Limit Reached, Link Not Found, Unable to Verify Link
The link cannot be used
Analysing document quality…, Image quality not ideal, Image quality is low
After each capture
Could not submit the form…, Document capture failed…, Could not finalize your submission…
A step failed
Documents Received!
After Confirm
Last reviewed 2026-10-18 · Version 0.4.0 · Owner: product-documentation