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Origin Financial Flow Example: Adding partner

Preview this Origin Financial user flow: Adding partner. Explore the opening screens.

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User opens profile settings and completes a modal form to add a partner with name, DOB, income, tax status, and color assignment

User lands on empty project workspace and opens add menu offering folder, space, image, video, audio, 3D, upload files or upload folder

Latitude.sh logo
Create virtual machines – Dashboard - Latitude.sh screen
Create virtual machines – Dashboard - Latitude.sh screen
Create virtual machines – Dashboard - Latitude.sh screen

User opens Add SSH Key modal during virtual machine creation to provide name, scope, and public key content

Riverside logo
Riverside Studio screen
Riverside Studio screen

User locates and adds audio assets to a recording project inside the Riverside browser-based video and audio editor via the searchable media library sidebar

Axiom logo
AxiomTest | Dashboards screen
AxiomTest | Dashboards screen
AxiomTest | Dashboards screen

User opens widget popover on dashboard, selects Spacer, names it in modal, and sees unsaved changes banner on dashboard

Bloom logo
Bloom by Medusa screen
Bloom by Medusa screen

User views empty sender domains settings and opens multi-step modal to begin adding a domain for DNS verification

User navigates from empty custom domains settings to modal form to add domain, encounters paywall, and may confirm exit

User opens Add Product Modal from AI Settings to define name, description, price, and invoice options for the AI receptionist's knowledge base

User views investment holdings on account detail and opens institution selector modal to connect a new account

Exa logo

Adding funds

2 screens

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FromExa
Billing | Exa API screen
Billing | Exa API screen

User opens add funds modal from billing settings to top up account balance via payment form for pay-as-you-go API usage

Amie logo

Adding source

2 screens

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FromAmie
Amie screen
Amie screen
Aboard logo

Adding document

4 screens

·
FromAboard
Documents | Aboard screen
Documents | Aboard screen
Documents | Aboard screen

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