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UX Recommendations

These best practices are informed by our experience across numerous real-world client deployments and research sessions with end users. The objective is to maximize the success rate of document capture, reduce confusion, and maintain a smooth and accessible user experience.

Document capture flow

  • Keep a template overlay within the rectangle when possible Even if you customize the visual or replace it with a version more aligned with your brand or document type, it's often helpful to retain some kind of document shape overlay. It reinforces to the user that the document needs to be placed within a specific area, improving framing speed and accuracy.
  • Maintain text hierarchy in headers Use short, meaningful titles like “Front side”, in larger, bolder text, followed by a subtitle with optional instructions. Avoid placing too much content in the title itself.

Tutorials and instructions

  • Always provide a pre-capture instruction screen Even for document capture, a brief instructional screen improves clarity and success.
  • It is advisable to keep the intermediate screen between front and back capture This screen is essential for double-sided documents. Based on multiple usability tests, removing this screen often leads users to re-capture the front side, mistakenly thinking they’ve made an error or that the process is repeating. The screen clearly communicates the transition and reduces this risk.
  • Use descriptive images, not decorative ones Visuals should help users understand how to position the document. Generic illustrations or brand imagery add noise without aiding comprehension.
  • Warn users about camera permissions Let users know they will be prompted to allow camera access right after they click “Start”. This reduces surprise and drop-off at the permission stage.
  • Keep instructions short, actionable, and left-aligned Users tend to scan rather than read. Avoid long paragraphs and prefer concise directives like:
    • “Align your document with the frame”
    • “Ensure good lighting and avoid glare”
  • Avoid overusing bold or italics Emphasis should be used sparingly. Over-formatting can reduce readability and harm accessibility, especially for users with cognitive or visual impairments.
  • Keep the close button visible Users should always have the option to exit the process. Removing this element can increase abandonment due to a perceived loss of control.

Feedback and messaging

  • Use informative, step-specific feedback Replace generic loading texts with messages like:
    • “Analyzing document...”
    • “Checking format...”
    • “Verifying back side...” These messages help the user stay oriented and confident during each step.
  • Ensure clear error messages

Texts accesibility

  • Alt text allows people with visual impairments to understand the content of images using screen readers. Our SDKs support this functionality, and alt text can be modified in the settings.
  • However, two of the elements share one peculiarity: the spinner's alt text and the loading title tend to be very similar. That's why we recommend leaving the alt text blank if you decide to include a title, and vice versa, to prevent screen readers from reading two similar texts.
  • Please check this on the loading screen (loading.altText and loading.title) and on the camera loading screen in the capture (capture.cameraLoading.altText and capture.cameraLoading.title).