Creating your first KYC template

This guide will walk you through the process of creating, customizing, and managing KYC templates in Mesh ID. A KYC template serves as a blueprint for the information you require from your clients, streamlining the onboarding process by standardizing document requests.

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1. KYC template

What is a KYC template? KYC template summarizes the information you need to request from your client. In other words, the documents you need your clients to provide you with. You can create as many KYC templates as you need.

KYC template

2. KYC template name

Give your template a name. Please note that the templates you create are visible to all the members of your organisation who have access to Mesh ID.

KYC template name

3. Select types and roles

Start by identifying what types of clients you normally have as main profiles.

Select types and roles

4. Related profiles

Add any related profiles that you normally have.

Related profiles

5. Add comments

Add any explanatory notes if needed.

Add comments

6. Edit workflows

Edit workflows according to your needs. You can also add custom explanatory notes.

Edit workflows

7. Add documents and verifications to main profiles

Add documents and verifications to main profiles.

Add documents and verifications to main profiles

8. Add documents and verifications to related profiles

Add documents and verifications to related profiles.

Add documents and verifications to related profiles

9. Save

Click on “Save” to save your changes.

Save

This guide has covered the steps to create a KYC template in Mesh ID. We hope you find this guide useful, please check our other guides. If you have any questions, please reach out to our support team.

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