Editing, publishing and unpublishing your KYC templates

This guide will walk you through the process of editing, publishing, and unpublishing KYC templates in Mesh ID. Follow the instructions below to efficiently manage your templates.

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1. Draft KYC templates

It is important to remember that you always need to publish your KYC templates once you finish working on them. Otherwise, if you leave it in a state of “Draft” like on the screen, you will not see it in your list of templates when creating automatic requests.

Draft KYC templates

2. Publish on save

There are two methods for publishing templates. Upon creating a template, you have the option on the initial configuration screen to select “Publish on save,” allowing you to save and instantly publish any modifications made.

Publish on save

3. Publish template

Alternatively, you can also publish a KYC template from the KYC templates dashboard by clicking on the “Publish template” button next to the template you would like to publish.

Publish template

4. Unpublish, edit and delete KYC templates

There are more actions you can do with KYC templates. If you need to unpublish, edit or delete one of your templates, you can do it by clicking on the “Unpublish template”, “Edit” or “Delete” buttons next to the corresponding template.

Unpublish, edit and delete KYC templates

This guide has covered editing, publishing and unpublishing of KYC templates. We hope you find this guide useful, please check our other guides. If you have any questions, please reach out to our support team.