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Document Mail Merge module in KYCP January 11, 2021 KYC Portal now allows you to define document templates with merged fields in KYCP for automatic population of data in documents and forms. This reduces the hassle of having to populate fields in documents manually and also ensuring that when subjects download the documents via the link sent to them or via the Customer Outreach Tool all the available data is automatically populated.
As you all know too well, the due diligence process is a very time-consuming task, which can take anywhere from several days to several weeks or months to complete, depending on the complexity of your subjects. Organisations are encouraged to start collecting due diligence forms and documents as early and as efficiently as possible. Having all the forms easily available for your subject to fill in, will boost your credibility as a serious organisation.
 
One of KYC Portal’s customer outreach modules is that of reducing the dependence of emails when conducting due diligence, by giving you the ability to send a secure link to your subject, in order for them to download, fill-in and upload forms and/or documents back into your KYCP. We have now gone a step further with our Document Mail Merge feature.
 
The Document Mail Merge feature automatically merges pre-populated fields from KYCP, into your documents so your client won’t need to enter basic details like name or surname, for example. This is done by simply uploading an HTML template of any document and adding specific keynames of the fields required in the document. Once the template is downloaded in KYCP, it will open in PDF format with the requested fields already filled in.
 
Some examples of where the Document Mail Merge feature will be beneficial is for documents such as Source of Wealth and Source of Funds Declarations, Remediation documents etc..
 
Have a look at the video below to understand this feature in more detail.
 
 
Feature
Specifications
Targeted For Define document templates with merged fields in KYCP for automatic population of data in documents and forms
Status LIVE
Keywords document merge, prepopulated fields, autofill
Direct Benefits Reduces the hassle of having to populate fields in documents manually