In order to enhance the organization and structure of your KYC form, you have the option to add field groups. Field groups allow you to section out your KYC form into various sections, making it more organized and user-friendly.
The default field groups that cannot be deleted, but can be edited, are the following:
Basic Information
Documents
To create field groups, follow these steps:
Click the settings icon in the KYC form settings.
Add field groups by clicking on "Add Field Group."
Fill in the name of the field group in the respective languages.
Select "Enable to add multiple data" if you want to allow clients to add more than one set of data for this field group (e.g., multiple bank account details).
Click "Save" to save the field group.
To edit a field group, follow these steps:
Click the settings icon in the KYC form settings.
Locate the field group you want to amend.
Click the settings icon next to the field group.
Make the necessary amendments to the relevant details.
To delete field groups, follow these steps:
Click the settings icon in the KYC form settings.
Locate the field group you want to delete.
Click the delete icon next to the field group. You will not be able to delete the default field groups - Basic Information and Documents.
A popup notice will appear to confirm the deletion.
To sort field groups, follow these steps:
Click the settings icon in the KYC form settings.
Click and hold the field group you want to sort.
Drag the field group to its desired location.
Release the mouse button to drop the field group in the new position.
When clients submit their KYC requests via the CRM Client Portal, the KYC form will be organized into sections based on the field groups that have been set. This improves the form's structure and usability, allowing clients to navigate through the form more easily. This enhances the overall user experience and ensures a professional and organized approach to KYC submission.
When brokers view the KYC details of clients, the information will be presented in a sectioned format based on the field groups. This enables brokers to review and analyze the data more effectively. By grouping related fields together, brokers can easily navigate through the KYC details and focus on specific sections.
Click save to save the changes.
Click confirm to proceed with deleting the field group.
