1. Go to Companies and select companies which you would like to share information of
| ℹ️Alternatively, you can go to Packages → Create package → Company package |
2. Click on Share
Share a company package from Companies
3. Rename and configure the package as needed
| ℹ️Learn more details about how to configure your KYC packages here: Package configuration |
Configure the company package
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 recipient with a different email message
8. (Optional) add an internal reason for sharing
Recipient overview
9. Click on Share