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Broadcasting and collecting requests to update KYC information
Broadcasting and collecting requests to update KYC information
Updated over a week ago

Compliance regulations may require you to keep up-to-date information about your clients such as proofs of address or proofs of identity. You can automate that task through our ‘request information’ feature. Here are 3 simple steps:

  1. Define your form templates in a relevant Portal Group

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2. To send an information request, click on the ‘…’ icon associated with your chosen portal group and select ‘Request Information’.

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3. Then, select the form you want your clients to fill, add a message explaining why you need that information and click ‘send’. We will then start the process of sending information requests to all portal users.

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Notifications

You have several options at your disposal to turn on relevant notifications:

1. Add your email address to the ‘notification settings’ in form definition

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2. Enable “portal forms” notifications which can be served in your browser (turn them on in personal settings -> notifications)

3. Enable "portal forms" notifications or on your mobile phone (login to MyDocSafe mobile app -> go to notifications -> turn on ‘Portals:form’ ).

Note that in-app notifications contain live links to appropriate portals to make it easy for you to jump straight into them.

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