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Admin User Training

KYC Overview

SigniFlow-Academy

KYC Overview

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Course Modules

Course Modules
  • The Business Profile
    • Add Form Admin
    • Add Departments
    • Add Teams
    • Add Users
    • Add Document Tags
    • Set Your Business Branding
    • Set Up Custom Messages
    • Set Up SMS Account
    • Create Document Template
    • Using the Events Function
    • Configuring Security Settings

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Brief explanation on KYC

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Length: 30 min
Total length of module
Placeholder


DSS Certificate


Timestamps

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  • Login Screen
    • Change Language
    • Download PDF
    • Forgot Password
    • Onboarding
    • View Activity
    • Electronic and Digital
  • Profile
    • Edit Signature
    • Edit Initial
    • Reset Password
  • Dashboard
    • Cancelled
    • Circulating
    • Completed
    • Deleted
    • Drafts
    • Pending
    • Rejected
    • Shared
  • Creating Basic Workflow
    • Basic Workflow
    • Adhoc face-to-face
    • Setup Approver
    • Proxy nomination
    • Rejected
    • Viewer
  • DocPrepper
    • Apply Saved Template
    • Saved Template
    • Field Placing
  • EasiSign
    • Signing Part 1
    • Signing Part 2
    • Two Signers
    • Three Signers
    • Group Signing
    • Initial Document
    • Bulk Signer
    • Signing Predefined
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