Creating New KYC Form

Creating New KYC Form

To create a new KYC form, follow these steps:

Step 1

Click on "Add Form".

Step 2

1. Enter the form name in the respective languages. Please note that form names cannot be duplicated and should not exceed 100 characters.

2. Click "Confirm" to save the form.

Step 3

The newly created form will now be displayed in the side menu for easy access.

Application

When clients are completing the KYC process through the CRM Client Portal, they will be prompted to select the appropriate KYC form that is applicable to their client type. This ensures that clients provide the required information and documents specific to their profile, streamlining the KYC submission process.