FileInvite Blog

FileInvite Blog - Leaders in Workflow and Content Automation
Privacy & Security

KYC Checklist: What Are the Elements?

What are the elements of a KYC Checklist Form? How can you implement a form + supporting document system? We have a FileInvite template.

Gather all the documents, signatures, and data you require up to 80% faster.

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.

Get started in as little as 5 minutes.

Stay in-the-loop. Subscribe here to receive the latest from FileInvite.