Add Company Wizard

# Add Company Wizard This file is an overview of the "Add Company" wizard and the different variables and states involved. There are a few variables which will affect the users journey through this wizard. Most notably, "where" the company is incorporated. ***[You can view the prototype here](https://www.figma.com/proto/6QEh87YQbqBTlsSyUXEKZA/Add-Company-Wizard?page-id=1%3A2&node-id=1%3A651&viewport=923%2C565%2C0.11155886948108673&scaling=min-zoom)*** #### Location If the company is incorporated within Kenya, Nigeria, Ghana, or Uganda, users can use the smart search functionality which pulls company data from Appruve and helps founders pre-populate certain information on their behalf. If this smart search does not produce any recognisable results for founders to choose from, they can use the manual upload option. If the user's company is incorporated outside of these African jurisdictions, they must upload company data manually. #### Smart search inputs The following information is required in order for a user to search for a company in: - Kenya: CAC Document No. - Nigeria: CAC or TIN Document No. - Uganda: BRS Document No. - Ghana: TIN Document No. Once their search is complete and the registry has been scanned and returns results, users can select the company relevant to them. This then takes them through to a "Confirm company details screen", where they are asked to check any pre-popoulated details, as well as add any information that was not able to be pulled. The information gathered will vary depending upon the jurisdiction of the company. Any empty fields can be filled on the "Confirm details screen". ... ## States & Variables ### Step 1.1: Smart Search #### Pre-Search <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A651" allowfullscreen></iframe> #### Loading <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D9%253A1540" allowfullscreen></iframe> #### See Results (success) <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A917" allowfullscreen></iframe> #### No Results (Error) <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D9%253A1573" allowfullscreen></iframe> ... ### Step 1.2: Opt for Manual Entry <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A1979" allowfullscreen></iframe> ... ### Step 2: Confirm Company Details As mentioned above, the information displayed within this screen will be dependent upon how much can be pulled from the Appruve API. Information that is required to continue to the next screen is: - Company Name - Country of Incorporation - Incorporation No. - Date of Incoporation Some additional (non-essential) information is: - Your role at the company (Founder/Director, Advisor, Secretary, Employee) - Website (to help pull logo data) REQUIRED: Users must tick the box to verify that they have approval to act on behalf of this company #### Nigerian Companies Nigerian companies will be able to view an overview of their cap table data, and most of the required fields should be able to be populated. We will give them the additional option of uploading an excel cap table document to help us further sync any information not captured within the registry's data fetch. <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A1157" allowfullscreen></iframe> #### Kenyan Companies Kenyan companies will not be shown a cap table overview as this service is not available via the Appruve API yet. Instead, we will ask them to make sure the required fields are populated (if not already), as well as uploading the following documents: Required docs: - Certificate of Incorporation - CR-12 Optional docs: - Excel copy of company cap table <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A1330" allowfullscreen></iframe> #### Other companies (Ghana, Uganda, USA, Europe, UK, etc) Companies from these jurisdictions will also not be shown a cap table overview as this service is not available via the Appruve API yet. Instead, we will ask them to make sure the required fields are populated (if not already), as well as uploading the following documents: Required docs: - Certificate of Incorporation - Memorandum & Bylaws Optional docs: - Excel copy of company cap table ... ### Step 3: Who's on this journey with you? The final step of the Add company wizard is for users to add any co-founders or company secretaries to their team in order to help the rest of the company verification process. If any data on co-founders/directors or company secretaries can be pulled from the Appruve API, this can be shown as pre-populated. If this information is incorrect, users can always remove or add members manually. It is unlikely that these fields will be pre-populated for companies outside of Nigeria, so they will mostly likely be empty. ... ### Error States If the user fails to provide values for the required input fields, there should show an error message should they try to proceed to the final step. En error message should also show if the user fails to upload the required documents, or they fail to tick the box to verify their authorisation to act on behalf of the company. <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A8941" allowfullscreen></iframe> ... ## Components ### Registry Smart Search <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A8232" allowfullscreen></iframe> ### Registry Smart Search Results <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2F6QEh87YQbqBTlsSyUXEKZA%2FAdd-Company-Wizard%3Fnode-id%3D1%253A8940" allowfullscreen></iframe>