In the below article we shall discuss how a user from senior level and junior level use forms with Aadhaar fields.
Step 1: Login with your credentials. Click on the 'Menu' icon on the right bottom corner.
Step 2: Click on Leads/Customers/Deals/Service from the menu lists page.
Step 3: Now click on the profile where you want to add the form.
Step 4: To 'Add forms' either slide through the menu bar and choose 'Forms'
Step 4.1: Click on the 'plus' icon in bottom right corner and click on 'Forms'.
Step 5: Now select the form which has Aadhaar fields.
If the form has Aadhaar number field and image Field as given below:
Step 6.1: Enter the the Aadhaar number here first eight digits gets truncated.
Step 6.2: Click on the 'Take a Photo' and you will get a dialogue box to choose from gallery or using camera.
Step 6.3: Click on 'Submit' button once all the images are taken.
If the Form has Aadhaar OCR field enabled with masking as given below:
Step 7.1: Click on 'Take Photo', you will get a camera screen to click the front and back images.
Note: Once you click the front image of Aadhaar, next camera screen comes automatically to click Aadhaar back image.
Step 7.2: Once the images are clicked, the OCR shall detect the name, Aadhaar number and address and fill it automatically.
Step 7.3: Click on 'Submit' button once all the images are taken.
Note: Once the forms are submitted, the Aadhaar images will get automatically masked.
Aadhaar Masking - Manager View (Web)