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  • Compliance Cloud - how to ... ?
    • Start onboarding customers with Gatenox
      • About your company
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      • Send the invitation for review to the corporate client
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  1. Compliance Cloud - how to ... ?
  2. Start onboarding customers with Gatenox

Send the invitation for review to the corporate client

Last updated 8 months ago

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To invite your current or potential user to start the corporate KYC process with Gatenox, you can simply use the "Invite a business for verification" button placed on the top right corner of the "Corporate Verifications" tab.

After clicking on the "Invite a business for verification" button, the pop-up window will be displayed. Please enter your customer's business email to send the invitation to the corporate KYC process.

Optionally you can choose the onboarding profile if you wish to use one other than the default one. More profile information configured on your account can be found in the Settings, on the "Company information" tab Company information.

After clicking on the invite button, the invitation email will be sent to your customer.

Corporate verifications - list of reviews
Corporate verifications - invite for verification
Invite for verification - email
Verifications - list of reviews
Verifications - invite for verification
Invite for verification - email