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KYC
22 step-by-step guides for kyc.
Edit a saved KYC template (and why sent forms don't change)
Reopen a saved KYC template to change it, and understand why your edits only affect forms you send from now on.
Choose which KYC form to send: Standard vs your template
Use the Form to send selector on a company's KYC tab to send the built-in Standard form or one of your own saved templates.
Resend a KYC form and refresh the link
Send a fresh KYC link to a contact who has not finished, which resets the 14-day clock and stops the old link from working.
Send a KYC form to every contact at once
Use Send to all on a company's KYC tab to send the same form to every contact at once, with anyone who already submitted skipped.
Share a KYC link when a contact has no email
When a contact has no email on file, copy their secure KYC link straight from the company's KYC tab and share it yourself, for example on WhatsApp.
How long a KYC link stays valid
Every KYC link is single-use and expires after 14 days. Here is what that means and how resending gives the contact a fresh link and a fresh clock.
Why you can't resend KYC to someone who already submitted
Once a contact submits and signs their KYC, you cannot send them a new form over the top. Here is why, what you see instead, and how to view their finished form.
Which staff roles can build and send KYC
Building, sending and reviewing KYC needs the KYC permission. Here are the staff roles that have it and why a teammate might not see the KYC area at all.
Delete a KYC template without losing history
Remove a saved KYC template from your list, and see why every form you have already sent or received stays safe and untouched.
Fix a KYC link a contact says won't open
A contact says the KYC link is invalid, expired, or already used. Here is why that happens and how to send them a fresh working link in seconds.