Share a KYC package - Companies

1. Go to Companies and select companies which you would like to share information of

Alternatively, you can go to Sharing → Create KYC Package → Company package

2. Click on Share

3. Rename and configure the package as needed

Learn more details about how to configure your KYC packages here: /wiki/spaces/CS/pages/1964441604

4. Click on Create and Share

5. Fill in recipients emails and phone numbers (optional)

6. (Optional) include a personal message in the email

7. (Optional) add a Reason for sharing

8. Click on Share

Related topics:

Types of packages

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