Share officer information such as their addresses, passports, and tax data to your counterparties.
1. Go to Officers and select officers who you would like to share information with.
| ℹ️Alternatively, you can go to Packages → Create package → Officer package |
2. Click on Share
Select officers to share information
3. Rename and configure the package as needed
| ℹ️Learn more details about how to configure your KYC packages here: Package configuration |
Package configuration
4. Click on Create and Share
5. Fill in recipients emails and phone numbers (optional)
6. (Optional) include a personal message in the email
7. (Optional) add an internal reason for sharing
8. (Optional) add recipients with a different email message
Recipient overview
9. Click on Share