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New Form Step

Adding a KYB Service

Prefilling Data

Prefilling Owners

Prefilling Owners — Live Flow

UBO Branching

Routing

Tagging & Accepting/Denying

Returning Process

Manual Checklist

Setting Up Monitoring

Loops Intro

How-To Prefilling Data

Prefilling Data

In this video, learn how to:

  • Select the specific fields you want to include in your onboarding forms.

  • Automatically prefill those fields with data retrieved from integrated services.

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Adding a KYB Service

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Prefilling Owners
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