Customization

This section outlines the elements you can customize within the Document Capture module to match your brand while preserving Incode’s core UX. It clarifies which areas are flexible, such as text, illustrations, and brand colors and which elements remain fixed to ensure consistency, accessibility, and optimal capture performance across platforms.

Document Capture Tutorial

The Document Capture Tutorial Screen introduces users to the document verification process before capture begins. It explains the available upload methods and prepares users for the next steps in the flow.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Keep instructional messaging concise and action-oriented.
• Ensure upload methods are easy to understand before starting capture.
• The illustration should support comprehension without distracting from the CTA.
• Preserve strong visual emphasis on the primary action.
• Secondary actions should remain accessible but visually less prominent.

Document Verification Method

The document verification method selection allows users to choose how they want to provide their document for verification, including taking a photo, selecting an image from the camera roll, or uploading a file..

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Keep option labels short and scannable.
• Maintain familiar mobile bottom sheet interaction patterns.
• Ensure icons clearly represent each upload method.
• Preserve sufficient contrast between overlay and sheet.
• Touch targets should remain large enough for accessibility.

Capture Screen

The Capture Screen enables users to capture a clear image of their document using the device camera.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Keep instructions visible but lightweight over the camera feed.
• Ensure the capture frame clearly communicates required positioning.
• Footer reassurance messaging should not obstruct capture interactions.
• Maintain high contrast for all overlay UI elements.
• Camera controls should remain large and easy to tap.

Common Issues

The Common Issues Screen provides guidance when users tap the help icon during document capture. It explains common document capture problems and helps users understand how to achieve a successful capture.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Keep troubleshooting content actionable and easy to skim.
• Avoid technical or overly complex explanations.
• Icons should support fast visual recognition of problems.
• Ensure enough spacing between issue rows for readability.
• Maintain clear emphasis on the retry action.

Capture Review Screen

The Capture Review Screen allows users to review the captured document image before submitting it for verification. Users can confirm that the document is fully visible and readable or retake the photo if needed.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Ensure the document preview remains large and readable.
• Keep instructions concise and action-oriented.
• Maintain clear visual distinction between primary and secondary actions.
• Avoid obstructing the document image with overlays or excessive UI.
• Footer reassurance messaging should remain subtle and non-disruptive.

Image Upload Screens

These screens guide users through the upload flow after capturing a document image. These states provide clear feedback while the document is being processed and confirm when the upload is successful.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Success messaging should feel clear and reassuring.
• Avoid overly celebratory language or animations.
• Ensure the next action is immediately visible.
• Keep the layout lightweight and easy to scan.
• Maintain accessible contrast and readable typography.

Upload Review Screen

The Upload Review Screen allows users to confirm that they selected the correct document before uploading it for verification. The screen displays the document file name alongside a small preview of the selected file.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Ensure the document filename is easy to read and truncate gracefully if needed.
• Keep the document preview visible but secondary to the confirmation action.
• Maintain strong visual emphasis on the upload action.
• Avoid cluttering the screen with unnecessary metadata.
• Ensure secondary actions remain accessible but visually less prominent.

Consecutive Pages Tutorial

The Consecutive Pages Tutorial informs users that additional pages are required for verification. This step can be optional or mandatory depending on the document type and workflow configuration.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Clearly communicate whether additional pages are required or optional.
• Keep instructional copy concise and easy to scan.
• Illustrations should reinforce sequential page capture behavior.
• Maintain strong emphasis on the primary CTA.
• Avoid excessive explanations or technical terminology.

Error Screen

The Error Screen appears when the uploaded document cannot be processed successfully. By default, users have 3 attempts available to retry the document upload.

Customizable Elements

Fixed Elements

Token Reference

Design Notes

• Error messaging should remain clear, concise, and actionable.
• Avoid technical or overly alarming language.
• Clearly communicate the remaining retry attempts.
• Maintain strong emphasis on the retry action.
• Ensure error states remain visually distinct and accessible.