Form Type Settings

You have the option to add a description to guide clients in selecting the appropriate KYC form. This description can provide clients with instructions or information to help them determine which KYC form is applicable to their specific client type. It serves as a helpful reference to ensure clients choose the correct form for their KYC submission.

Setting Up Form Type Settings

To configure the form type settings, follow these steps:

1. Click on the settings icon.

   
2. Enter your description in the respective languages.

3. Click "Confirm".

Application

By setting up the form type settings with the appropriate description, clients submitting their KYC requests through the CRM Client Portal will be able to view the description and easily understand which form is applicable to their specific client type. This helps ensure a streamlined and efficient KYC submission process for clients.