KYC Form Fields

You have the flexibility to add your own fields and set the requirements as needed. This allows you to collect specific information from clients that aligns with your business requirements and compliance regulations.

Creating New Fields

Step 1

Click on "New Field".

Step 2

1. Select the desired field type from the available options (e.g., text, drop-down selection, file upload, etc.).

   
2. Fill in the necessary details for the field, such as field label, validation rules, and any additional options specific to the selected field type.

3. Click on the "Required" checkbox if you want to make this field a mandatory (required) field in the KYC form.

4. Choose the field group where you want to place the field within the KYC form.

5. Click on "Save" to save the new field configuration.

Editing Fields

To edit a field in the KYC form, follow these steps:

Step 1

Locate the field you want to edit and click on the edit icon associated with that field.

Step 2

1. Make the necessary changes to the field details.

2. Click the "Save" button to save the changes.

Disabling Fields

To disable a field in the KYC form, follow these steps:

1. Locate the field you want to disable.

2. Click on the "Disable" icon.

   
3. To re-enable the field, simply click on the disable icon again.

Deleting Fields

To delete fields in the KYC form, follow these steps:

Step 1

1. Locate the field you want to delete.

2. Click the delete icon.

   

Step 2

1. A popup notice will appear, click confirm to proceed with the deletion.
2. Note that you cannot delete the default KYC fields.

Sorting Fields

To sort fields, follow these steps:

1. Locate the field you want to sort.

2. Click and hold the field, then drag it to the desired location.

   

Application

Upon setting the KYC fields, your clients will be able to view the information required and the documents they need to upload.