1. Go to Companies and select companies which you would like to share information of
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Alternatively, you can go to Sharing → Create KYC Package → Company package |
2. Click on Share
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3. Rename and configure the package as needed
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Learn more details about how to configure your KYC packages here: /wiki/spaces/CS/pages/1964441604 |
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4. Click on Create and Share
5. Fill in recipients emails and phone numbers (optional)
6. (Optional) include
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a personal message in the email
7. (Optional) add a Reason for sharing
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8. Click on Share
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Related topics:
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