Steps

Each step in the platform is created by linking an existing questionnaire to it.

The steps in the table are represented by records containing the following fields:

Name	Description
ID	Unique identifier of the step in the platform
Name	Step name
Step type	Step type (Internal - a questionnaire created inside the platform, Sumsub - a questionnaire created in the Sumsub service)
Step content	Step content displays the name of the questionnaire it contains.

Each step can be deleted by clicking the Delete button in the sidepage of its edit.

Please note! The steps in the table are always sorted in ascending order of ID.

The Edit profile forms button allows you to select the forms that will be displayed in the administrative profiles and in the profile settings of the client terminal:

Name	Description
Personal forms	displaying questionnaires for personal profiles in the profile settings of the client terminal profile
Corporate forms	display questionnaires for corporate profiles in the client terminal profile settings
Admin personal forms	display questionnaires for personal profiles in administrator terminal profiles
Admin corporate forms	displaying questionnaires for corporate profiles in the administrator terminal profiles
Registration personal forms	displaying questionnaires for personal profiles during registration
Registration corporate forms	displaying questionnaires for corporate profiles during registration

Editing the steps order

The Edit steps order button allows you to edit the steps order individually for each of the profile types: For personal profiles and For corporate profiles.

Each created step gets into the list of Available steps. In order for a step to be available to the profile during KYC procedure, it must be moved to the Active steps list.

The + button allows you to add a step to the active steps list. The - button allows you to remove a step from the active steps list. Steps can be moved while editing by holding down the left mouse button on the six points next to the field. When you click Save, the changes to the step order will be saved.

Creating a new step

The Create step button allows you to open the sidepage of creating a new step.

To create a step, select the provider - Internal or Sumsub (if integration is connected), set its name for different locales and link an existing questionnaire to it. Once the Create button is clicked, the new step will be available for use.

Please note! Each created questionnaire can only be used in one step.

The OTP Required checkbox in the step settings allows to enable signing of the questionnaire by SMS message. In this case, when sending the questionnaire for verification, the client will have to enter the code from the SMS message sent to his phone number.

Please note! The function of signing the page by SMS message works if only the method of authorization by phone number is enabled in the broker settings (Brokers ➝ Broker ➝ Authorization).

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Creating a step containing a document

Please note! To create such a step, document templates must first be created in the Documents section. Document templates that will be displayed on the questionnaire page are specified in the Document template field. {.is-info}

Fields to fill:

Name	Description
Name	The name of the document
Document title	The title displayed in the document window
Document description	A description of the document
Document footer	The text displayed to the client in the footer of the document
Document template	The selected document templates from the Documents section
Provider level	In the current implementation, this is an arbitrary value
Expires in	The expiration period for the document before it needs to be re-uploaded by the client
OTP required	When enabled, the client must verify the form using an OTP code

Please note! If an expiration date is set for a step, this field will be locked for editing during verification.

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Editing a step

The Edit button allows you to edit an existing step. The name and questionnaire can be changed in any of the steps. Similar localization content can also be changed. Once you click Update, the changes will be applied.