Know Your Customer - Workflow Sample
Simplify "Know Your Customer" (KYC) transactions with DocuSign's workflow instructional guide. Created to accelerate efficiencies for financial services professionals, the KYC workflow streamlines requesting and verifying customer identity.
Note: Our pre-configured workflows are designed for use with DocuSign Maestro. Click here to learn more about Maestro and join the Beta program.
Click the link below to download the pre-configured workflow guide.