How do I collect KYC information remotely?

Check the box Collect KYC information when adding a signatory to collect ID verification data for a specific person. Each signatory's KYC request is enabled separately and they will need to express consent prior to sharing this information.

After the signatory expresses their consent and the documents folio is completed, you will be able to access their KYC profile when viewing the folio in the Archive section.

Press reports button to bring up the dropdown with the list of signatories that you requested KYC information for. Click on the signatory to view their KYC profile.

You can always download this report and store it as a PDF document for your own record. To do that press Download as PDF button.