The custom field file format option has been released!
The File format option can be used for all custom field types, but only Booking type custom fields can be shown to guests on checkout/quote acceptance or rental agreement signing. If you select "file" as the format, you can also show this field during the checkout process to capture a file upload (e.g., JPG, PNG, PDF) from the guest.
Only the file name will be rendered using the custom field code. No image or thumbnail is available to show back to the guest. This is for security purposes at this time. You can insert the field code into the rental agreement or messaging template to remind them that they have uploaded "X" file name as part of the process.
Learn more here:
The last update we have gotten from OR folks on this by-far most requested feature was 7 months ago.
What is the status now?
Completely agree. This feature is very important. OR already provides owners with the ability to store a signed RA, but having the matching photo ID is extremely important for fighting cc disputes
We follow the Jot Form recommendations above and began collecting them ourselves just last week. It's a good temporary stop gap.
Currently, HelloWorks is one of the only secure and legal method in accordance with privacy laws of collecting guest ID. It provides the host with an audit trail, copy of ID and authentication document validating the ID is not a fake and has not been altered. A link is provided to the guest and it’s very user-friendly. HelloWorks is used by governments, landlords, employers and more. Until OR has an internal solution, I highly recommend HelloWorks,
We also use HelloWorks. You can send up to 50 forms per month with a free account and after that would have to upgrade. We include a request for ID with a link to the form in the Archived renter agreement message. Over the ID is submitted we download the files and manually add into OR. Works well for us. BUT would be way better to have something seamless within OR. How about an API with HelloWorks that can pull the documents in if OR can’t build this out?
Veriff looks like an interesting option as well. I’m with everyone…. Even just a way to ask for and save a photo in OR would be my first choice…. API integration with one of these services would be my close second (all we would really need is a verification approval from the services). And third would be what everyone seems to be doing now which is passively collecting and crossing fingers.
Looking forward to hearing about the booking flow update that they mentioned last year which would include this request!
Thanks for this tip @Anne! I didn't realize that we could upload files there too!
Has anyone used Persona? Looks like their free plan would work for most of us little guys.
Just had a look at this and it works great! Thanks for the tip.
I wish we did not need any kind of temporary stop gap and we all need it to be seamless and integrated into OR. I just keep wishing for the feature....hopefully soon.
We follow the Jot Form recommendations above and began collecting them ourselves just last week. It's a good temporary stop gap.
Can we please have someone from OwnerRez give us the requested update on the progress of this feature?
Still waiting for someone at OwnerRez — Paul, Chris? — to give us an update on this most requested feature, as the last update was 7 months ago. Can we get that update? Thanks!
I signed up last week and it seems like to does the job of collecting ID and confirming the person against the ID provided. Just using the free version right now.
I signed up last week and it seems like to does the job of collecting ID and confirming the person against the ID provided. Just using the free version right now.
Persona?
Sorry, yes, Persona. I was trying to respond to the above comment.
Solterra Villas. You signed up for what and can receive ID?
Here's the link to my form, https://form.jotform.com/212223102923036. I have it linked in my rental agreement and booking confirmation emails.
Thanks, Anne, We use Jotform also but yours is much nicer looking. Was it one of their templates or did you create it? Would love to get our looking like this!
Here's the link to my form, https://form.jotform.com/212223102923036. I have it linked in my rental agreement and booking confirmation emails.
Thanks, Anne, We use Jotform also but yours is much nicer looking. Was it one of their templates or did you create it? Would love to get our looking like this!
I created it myself. It's super easy to do in Jotform. Before signing up for OR, I did all my Rental Apreements in Jotform too. I have another Jotform form that I use for service animals.
Withpersona.com
Hey Chris,
Any updates on ID collection?
TIA,
Wayne