You can interview and scan documents from deal view directly. Select desired deal and press "Video Conference".

Select client and press invite.

Start your video conference. You would be able to scan face and documents by pressing "Request Document Scan".

Press snap video to scan face or a document.

Image will autosave in the deal. You can also record the interview, which will autosave in your deal as well. There is also an option to share your screen, if you would like to demonstrate anything to your client.

As well as while you doing video interview you can use "Interview mode" feature within deal view.

Launch an interview mode and ask one question at a time. Video, documents, scans and collect information during interview will be saved in deal record.

Here is also a demo of "Video Interview":

Did this answer your question?