Digio is providing paperless, hassle-free documentation. With Digio integration with Kylas, users can send e-KYC requests to their Leads and Contacts and send documents for e-sign from Kylas and can view the updated status and download the signed documents.
Connect your Digio account to start sending e-KYC and Documents for signing from Kylas. Follow the below steps to connect your account:
Configure webhooks in in Digio to let the KYC request status be updated automatically in Kylas.
You can add those users in the application to whom you want to give access to create KYC and e-sign request.
KYC workflows allow you to define your KYC request process added to your Digio account once the KYC request has been sent to end customers.
Adding a document to the Digio app will help you to replace your variable values with respect to the customer’s data available in Kylas and will let you send the required document for e-sign.
ContactRead, Read All, Document
Products-ServicesRead, Read All
DealRead, Read All, Document
UserRead, Read All
CompanyRead, Read All, Document
LeadRead, Read All, Document
PipelineRead, Read All