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Document templates
This section allows the creation and editing of document templates available to users during the KYC process. In a Google Drive document template, data is automatically pulled from the system using field codes.
Please note! To work with this section, authentication via Google Account is required to connect to Google Drive, which contains document links. Authentication is done using the Connect to Google Drive button. The Google Drive template must include variables (codes) for all fields that the client interacts with during the KYC process.
The table in this section contains the following fields:
| Name | Description |
|---|---|
| ID | The document's ID in the system |
| Broker ID | The broker ID using the document |
| Title | The title of the document template |
| Code | The code of the document template (document code specified in the KYC fields) |
| Comment | An optional comment for the document |
| Link | A link to the document on Google Drive |
| Updated | The date and time of the document's last update |
| Show to user | A checkbox enabling the document's visibility to the user in his settings |
The Add template and Edit buttons (in the table row containing the existing template) opening the side page for managing the template's content:
To create or update a document, the following fields must be filled out:
TitleCode(currently not used anywhere)Link- a link to the document template on Google Drive
The Show to user option makes the template document from Google Drive available for download in the client terminal at the corresponding step during the KYC process.
After clicking the Create or Update button (during editing) in the side page, the template will be created, or changes will be applied. A row with the corresponding document will be added to the table.
Clicking the Remove button during editing will remove the document template from the section's table.
Available data
The subsections of this tab display lists of available variables for use in document templates uploaded to Google Drive:
There are four available tabs:
- Broker information – Information about the broker.
- KYC data – Codes assigned to fields in the KYC section (
KYC ➝ Settings ➝ Fields). For each field assigned a code in KYC, a corresponding entry will be created in the table. - Profile details – Information about the user profile.
- Formulas – Available formulas.
The code for any variable can be copied into the Google Drive document template. The corresponding document field in the client-side KYC process will automatically retrieve its value from the platform. For example, the code {{broker.brokerName}} in the document template will be displayed to the client in KYC as the broker's Name, set in Brokers ➝ Broker.