This guide explains how to view and interact with the KYC Checklist. KYC checklist helps you track the documents that have already been verified.
Instructions
Steps:
On the left menu, select KYC > KYC Client Acceptance.
It would auto-populate the investor account with their KYC documentation progress.
Hover your mouse on one of the investor fields to reveal the action icons, and click on the first icon. It would pop up a window with a checklist containing all the KYC documentation that was required:
You can Check or Uncheck the Items on the list. This can help you keep track of the documents you have verified.
4. Finally, you can click on the save button to save your changes:
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