Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.
- A form to gather basic info about the new customer - this will be used throughout the process to apply for our service
- Customer must then upload KYC docs or integrate a KYC platform directly to do verification
- Integrate with Docusign to sign the agreement
Can someone please help me with this? Where do I start?
Best answer by Lucas DemochView original