Share a KYC package - Responder

1. Go to KYC Responder Cases and select the request for which you would like to share information

Alternatively, you can go to Packages → Create Package → Case package

2. Click on Share

You can tick one or several requests

3. Rename and configure the package as needed

Learn more details about how to configure your KYC packages here: Package configuration

Configure the company package

4. Click on Create and Share

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

6. (Optional) add an Internal reason for sharing

8. Click on Share

Related topics:

Types of packages

Need more help?

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