Skip to main content

Pre-Registration (public form)

Pre-Registration provides a public self-service form so that the person themselves (resident, contractor, etc.) fills in their data and sends their photos from the phone, without needing a logged-in operator. Each submission enters a moderation queue inside ACCELERO: an authorized operator reviews and approves (creating or updating the person in the system) or rejects the submission.

The form is accessible by a unique link (with a QR Code), built as a mobile-first wizard in steps, and respects LGPD consent before collecting the data.

Availability

This feature is provided as a plugin (precadastro) and must be installed and enabled by the IONGRADE technical team. Contact support to check compatibility with your version of ACCELERO.

Compatibility

Current plugin version: 1.1.5, compatible with ACCELERO 2.17.0 or higher.

Related plugins

Pre-Registration is one of ACCELERO's self-registration flows. If your goal is to register visitors without moderation, or people with simple approval, see:


What the plugin does​

FeatureWhat happens in ACCELERO
Public self-service formThe person accesses a unique link and fills in their own data in a mobile-first wizard
Photo capture from the phoneFacial photo (with face detection), photo of the person's document and of each vehicle's document, or file upload when there is no camera
Fields per categoryEach person category exposes its own set of fields (native and custom) and requires or not each type of photo
Vehicle data (optional)The person can provide the plate, model, and color of one or more vehicles when the category enables it
Moderation queueEach submission stays pending until an operator approves or rejects it
Approval creates/updates the PersonUpon approval, the data becomes a Person registration, linked to the chosen category, with the photos transferred to the standard slots
Duplicate detection by CPFIf a person with the same document already exists, the submission is treated as an update of the existing registration
Email notificationThe person receives an approval or rejection email (with the reason), when configured
LGPD consentThe acceptance of the terms is recorded with text, hash, IP, browser, and date/time
Main benefit

Removes the manual entry of registrations from the operator: the person fills in their own data (with more precision) and sends quality photos straight from the phone. The operator only reviews and approves.


The public form​

URL: https://{seu-host}/external/precadastro/form/{token}

The {token} is generated by the plugin and identifies the installation. The link is distributed as the client prefers (QR Code, WhatsApp, email, printed at the gatehouse) β€” see Public link.

The form is a step wizard, with a Back button on all screens (except the initial and success ones) and no free navigation between steps.

Public form on the phone: welcome, category, personal data, and submission confirmation

A progress bar at the top shows the current step.

Wizard steps​

1. Welcome​

Displays the configured title and welcome message and the Start button.

Welcome screen with the configured title and message and the Start button

2. Terms of Use​

Presents the terms text (configurable) in a reading area and the I have read and accept the terms above checkbox, required to proceed with Continue. Upon accepting, the system records the exact text, the text hash, and the date/time of acceptance (see Consent and LGPD).

Terms of Use screen with the terms text and the acceptance checkbox checked

3. Category​

The person chooses their category among the categories released in the configuration. Each category carries its own set of fields and photo requirements: the card shows the category name, the number of fields, and the requested photos (e.g., Facial photo + Document).

Category screen with the released categories in cards, each with the number of fields and the required photos

4. Personal data​

The fields are rendered dynamically according to the configuration of the chosen category, with automatic masks for CPF and phone and validation of the required fields. The Document field includes the document type selector, with the types accepted by the category. After the document is provided, a notice below the fields shows New registration or, if the CPF already exists in the system, Document found (the data will be updated).

Your Data screen with name, email, document (type and number), phone, company, and the New registration notice

5. Vehicle data (optional)​

Displayed only when the category enables vehicle data. Each vehicle is a numbered card with Plate, Model, and Color; the + Add vehicle button adds another card, up to the limit set for the category. The person can also Skip this step. Invalid or repeated plates in the same submission are refused.

Vehicle Data screen with the Vehicle 1 card (Plate, Model, and Color), the Add vehicle button, and the Skip and Continue buttons

6. Photo capture​

Step automatically skipped when the category does not require any photo. Depending on the category configuration, the following may be requested:

  • Facial photo: before the camera, a guidance screen (good lighting, no sunglasses, caps, or masks, look at the camera) and the Open camera button. The front camera shows an oval guide and automatic face detection: the message changes from Position your face in the oval to Adjust the position... and, with the face well framed, Perfect! You can capture, when the Capture photo button is released. If detection does not load on the device, the screen shows Face detection unavailable. Capture the photo manually. and releases the capture. The facial photo cannot be skipped.
  • Document: rear camera with a rectangular guide (Position the document in the rectangle) and manual capture with Capture. It can be skipped with Skip this photo.
  • Vehicle document: one photo per vehicle provided, when the category requires it.
  • No camera: when the camera is not available or permission is denied, the screen shows Camera unavailable. Send a photo from the device. and the person uploads an image file (JPG or PNG, up to 2 MB).

Photos: guidance screen with the Open camera button and the front camera with the oval guide and the Adjust the position message

TODO: Add Screenshot

Facial capture state with the face detected (green guide and the Perfect! You can capture message). Requires a real face in front of the camera.

Document capture with the rectangular guide, the Capture button, and the Skip this photo button

7. Summary​

Shows the category, the filled-in data, the vehicles, and the photo thumbnails for review. The Edit button goes back to the form and Submit finalizes the submission.

Summary screen with category, data, vehicle, photo thumbnail, and the Edit and Submit buttons

8. Success​

Displays Registration submitted!, the configured success message, and a reference protocol for the submission. The submission enters the moderation queue with Pending status.

Success screen with Registration submitted, the configured message, and the protocol


Administrative panel​

The Pre-Registration administration panel is opened by a floating button (orange, with a clipboard icon) displayed at the bottom of the ACCELERO screens. The button only appears for operators with moderation or configuration permission for the plugin.

Access via floating button

Unlike other integrations, Pre-Registration does not add a menu item: the panel opens in a window overlaid from the floating button. Those who do not have any of the plugin's permissions do not see the button.

Pre-Registration floating button in the lower right corner of an ACCELERO screen

Pre-Registration panel open in overlay, with the Moderation, Configuration, and Public Link tabs

The panel has three tabs, depending on the operator's permission:

TabRequired permissionFunction
ModerationprecadastroManager (Pre-Registration - Moderation)Review, approve, and reject submissions
ConfigurationprecadastroConfig (Pre-Registration - Configuration)Define texts, categories, rate limit, and emails
Public LinkprecadastroConfig (Pre-Registration - Configuration)Generate/regenerate the link token and QR Code

Moderation​

The Moderation tab lists the received submissions, with status tabs, filters, and actions.

Moderation tab with the Pending, Approved, and Rejected tabs, the filters, and the submissions table with the New, Update, and Vehicle labels

Status tabs​

TabContent
PendingSubmissions awaiting a decision (with a count badge)
ApprovedAlready approved submissions
RejectedRejected submissions

Filters​

FilterOptions
SearchSearch by name, document, or email
CategoryFilters by one of the system's categories
TypeNew (unprecedented CPF) or Updates (existing CPF)

Columns​

ColumnContent
PhotoThumbnail of the facial photo (slot 1), when available
NameProvided name; receives the Vehicle label when the submission includes vehicle data
TypeNew or Update
DocumentProvided document (CPF)
CategoryCategory chosen by the person
DateDate and time of submission
StatusPending / Approved / Rejected

Submission detail​

When you click a row, the detail opens with the personal data, the submitted photos, and the Approve and Reject buttons. When the CPF already exists, the detail shows the notice Person already registered in the system (ID: ...). Approval will update the existing data. Photos load when you click Click to view, and the Submission Information block shows the submission date and the IP. Approval asks for confirmation ("Confirm approval of this submission?"); rejection opens the reason field and is completed with Confirm Rejection.

Submission Details with the already-registered-person notice, personal data, facial photo, submission information, and the Approve and Reject buttons

Bulk actions​

On the Pending tab, you can select several submissions with the checkboxes and use the actions bar:

  • Approve selected: approves all marked submissions.
  • Reject selected: opens a field to provide the rejection reason, applied to all marked submissions, with the Cancel and Confirm rejection buttons.
  • Clear selection: deselects everything.

Bulk actions bar with two selected submissions and the rejection reason field open


What happens upon approval or rejection​

Approval​

Upon approving a submission, ACCELERO:

  1. Creates or updates the Person β€” if the CPF is unprecedented, it creates a new registration; if it already exists, it updates only the filled-in fields (does not overwrite existing data with empty values).
  2. Fills in the native fields (name, email, document, phone, company, notes) and applies the configured enablement default value.
  3. Records the custom fields in the person's metadata.
  4. Links the chosen category (Person Γ— Category Link), with an open validity. If the person already has the category, the link is not duplicated.
  5. Transfers the photos to the person's standard slots: facial photo β†’ slot 1, document β†’ slot 2. The provided vehicles are created (or reused by plate) and linked to the person; with Plate as identifier (card) enabled in the category, the plate also becomes an identifier.
  6. Records the audit (who approved, when, and which person was created/updated) and removes the base64 photos from the submission to free up space.
  7. Sends the approval email, when enabled, after the approval is saved.
Reaction of other plugins

The approval saves the person through ACCELERO's normal flow, triggering the core registration events. Plugins that react to these events (controller synchronization, facial templates, etc.) act normally on the created/updated person.

Rejection​

Upon rejecting, the operator provides a reason. The submission gets the Rejected status, the base64 photos are removed (privacy), and the personal data is kept only for auditing. When enabled, the person receives the rejection email with the provided reason.


Configuration​

The Configuration tab gathers the plugin's texts, categories, limits, and emails, in two sub-tabs: General and Categories.

General sub-tab of the configuration with the texts, the rate limit, the email notifications, and the Save Configuration button

General configuration​

FieldDescription
Pre-registration enabledTurns the public form on or off. When disabled, the link does not work
Welcome titleTitle displayed on the first screen of the form
Welcome messageIntroductory text on the first screen
Terms of use textConsent text displayed in the terms step
Success messageText displayed after a successful submission

Rate limit​

Protects the public endpoints against abuse, limiting submissions per IP:

FieldDescription
Attempts per windowMaximum number of submissions per IP within the window
Window (minutes)Limit counting period
Limit per IP

When the limit is exceeded, new attempts from the same IP are temporarily blocked. The default value is 5 attempts per 60 minutes.

Email notifications​

FieldDescription
Send approval emailTurns on the email sent when the submission is approved
Subject / Body of the approval emailText of the approval email. Accepts the placeholder {nome}
Send rejection emailTurns on the email sent when the submission is rejected
Subject / Body of the rejection emailText of the rejection email. Accepts the placeholders {nome} and {motivo}
Email placeholders

Use {nome} to insert the person's name and {motivo} (only in the rejection) to include the reason provided by the operator.

Categories and fields​

In the Categories sub-tab (Categories and Fields), the list on the left defines which categories are available in the form (checkbox) and, for the selected category, the panel on the right defines which fields are displayed and which photos are required. Changes are saved with Save Fields.

  • Default Fields: map directly to fields of the Person entity: Full name (always on and required), Email, Document, Phone, Company, and Notes. For each one you turn the field on or off, adjust the label and placeholder, and check Req.. For Document, you choose the Accepted types (CPF, RG, CNH, Passport, Other).
  • Custom fields: additional fields from ACCELERO itself, added with the Select an additional Accelero field... selector and the Add Accelero field button. Type and options come from ACCELERO and cannot be edited in the plugin; label, placeholder, order, and whether it is required can. Free fields created in earlier versions remain active with the Legacy label.
  • Image Capture: Facial photo, Person's document, and Vehicle document (any combination; if none, the photo step is skipped).
  • Vehicle Data: Request vehicle data, Plate as identifier (card), and Maximum vehicles per pre-registration (from 1 to 10; default 5).

Categories sub-tab with the category list and, for Service Provider, the default fields, custom fields, image capture, and vehicle data

Form versioning

When the operator changes the fields, the already pending submissions keep the data as it was submitted β€” there is no retroactive revalidation. The moderator evaluates each submission by what was received.


The Public Link tab generates and manages the form's address.

Public Link tab with the form URL, the Copy button, the QR Code with Download QR Code, and the Regenerate Token button

ElementDescription
Public form URLComplete address of the form, with a Copy button
QR CodeImage of the link's QR Code, with a Download QR Code option
Regenerate TokenGenerates a new token; the previous link stops working immediately
Regenerating the token invalidates the old link

When you regenerate the token, any link or QR Code previously distributed stops working immediately. The already submitted registrations are not affected. Redistribute the new link after regenerating.

Enable pre-registration

If pre-registration is disabled on the Configuration tab, the link does not work, even with a valid token.


The form collects personal data (name, CPF, email, phone, and photos), so the acceptance of the terms is mandatory before collection and is recorded.

For each consent, the plugin stores:

Recorded dataPurpose
Exact terms textProof of what was accepted
Text hashIntegrity β€” detects a change in the text
Holder's IPOrigin identification
Browser (User-Agent)Technical context
Date/time of acceptanceTime record
Photo handling

After moderation (approval or rejection), the submission's base64 photos are removed. In case of approval, they remain only as the person's photos in ACCELERO; in case of rejection, they are discarded.

The terms text is the client's responsibility

The terms text is configurable and should reflect the privacy policy of the condominium/company β€” which data is collected, the purpose, who will have access, and whether the facial photo will be used for facial recognition on the access devices.


Use cases​

Enable pre-registration in a condominium​

  1. Request the installation of the precadastro plugin from IONGRADE.
  2. On the Configuration tab, define the title, welcome message, terms text, and success message.
  3. Release the categories that the person will be able to choose (e.g., Resident, Contractor) and configure the fields and photos of each one.
  4. Check Pre-registration enabled.
  5. On the Public Link tab, generate the token and download the QR Code to share.
  6. Follow the Moderation tab as submissions arrive.

Approve a resident​

  1. On the Moderation > Pending tab, open the submission.
  2. Check the data and photos. If there is an existing person notice, confirm that it is the correct update.
  3. Click Approve β€” the person is created/updated and linked to the category, with the photos transferred.
  4. If configured, the person receives the approval email.

Reject with a reason​

  1. On the submission (or in a bulk selection), click Reject.
  2. Provide the rejection reason.
  3. Confirm β€” the submission is rejected, the photos are discarded and, if configured, the person receives the email with the reason.

Best practices​

  • Specific categories: release in the form only the categories that make sense for the external audience (e.g., Resident, Contractor). Avoid internal categories.
  • Lean fields: ask only for what is necessary in the public form. The fewer fields, the higher the completion rate.
  • Appropriate terms: adjust the terms text to the client's privacy policy and the actual use of the photos.
  • Visible QR Code: share the QR Code at the gatehouse and on the official channels; regenerate the token if the link leaks.
  • Frequent moderation: review the pending queue regularly β€” submissions do not expire and remain awaiting manual action.
  • Be careful when regenerating the token: arrange the redistribution of the new link before invalidating the old one.

Troubleshooting​

Possible causes:

  • Pre-registration disabled on the Configuration tab.
  • Regenerated token β€” the distributed link became invalid.
  • Incorrect token in the URL.

Solution:

  1. Confirm Pre-registration enabled on the Configuration tab.
  2. Get the current URL on the Public Link tab and redistribute it.

The photo step does not appear​

Possible cause: the chosen category does not require any photo (Facial photo, Person's document, and Vehicle document all turned off).

Solution: in the category configuration, enable the desired photo types.

The person receives "too many attempts"​

Possible cause: the rate limit per IP was reached.

Solution: wait for the configured window or adjust Attempts per window / Window (minutes) on the Configuration tab. Remember that multiple accesses through the same network share the IP.

The Pre-Registration floating button does not appear​

Possible cause: the operator does not have any of the plugin's permissions.

Solution: grant Pre-Registration - Moderation and/or Pre-Registration - Configuration to the operator's profile.

The person does not receive the approval/rejection email​

Possible causes:

  • Email notification disabled in the configuration.
  • Email not provided in the submission.
  • ACCELERO's email server not configured.

Solution:

  1. On the Configuration tab, confirm that Send approval/rejection email is checked.
  2. Check whether the submission had an email filled in.
  3. Confirm ACCELERO's email sending configuration with support.

Integration with other modules​

People and Categories​

The approval creates or updates a Person and links it to a Category. The form's native fields map directly to the person registration; the custom ones go to the metadata.

Self-registration plugins​

Pre-Registration is one of the external registration flows. For visitors without moderation or people with simple approval, see Visitor self-registration and Person self-registration.


Next Steps​