Create & Edit Templates
Edit a Template
To Edit an existing Template, navigate to the Templates tab and click on a Template's name (marked with an arrow below).
Here, on the Template page, click on the 'Edit Template' button (circled below).
This is the Template Editor page, circled below is the Preview button that allows us to view anytime how changes applied would look on the final filling form.
Then we have the Template's name and description.
Under it are the different fields.
Notice that the Full name is Required (mandatory to fill) and cannot be removed from a Client forn.
The other fields (Birth Date & Passport Number) can be removed using the trash bin icon, or be made non-mandatory by unchecking the Required field.
The arrows below mark the Add System Field and the Add Custom Field drop down menu.
Using the Add System Field allows us to scroll through Regulait's ready-to-use assortment of Client information fields we might need.
The 'Add Custom Field' drop down menu allows us to add our own field, be that a Text, Number or a Date field.
Add a custom field, name it, and it shall appear to the Client on the form.
Scrolling down the Edit page, we can add a Document Upload field, and name it to our choice.
We can decide how often Clients, being added through this Template, will be screened for Matches and potential risks.
And we can select the Matching Ratio.
In the example below, a Matching Ratio of 0.3 is set.
This means that any match above 0.3 will appear in the Matches list.
It requires careful verification to ensure the individual is not concealing their true client identity or, if it is the client, that it is safe to add them.
This is an example of an edited Template, where the Full name, Middle name, Birth date, Passport number, and our own customized Zipcode fields are all mandatory to fill.
While the Country of Birth field is optional.
Let's click on Preview to see how the final form would look.
This is the Template's Preview, we can see which field is mandatory by noticing which field has a red asterisk in it.
Create a Template
Much like editing a Template, to create one we'll click on the '+Custom Template' button, and proceed to the Edit page.
Now we select which type of client the Template is used for.
This choice will affect the different selection of fields available on the Edit page.
Now we edit the blank Template, for this example we'll make a blood donation form for volunteers that donate blood to a hospital.
Now look below at the different fields we've added.
The Required fields are mandatory for using blood donations, while the Ethnicity field is optional, as it might help doctors for research purposes, but is not relevant for using the donations.
By clicking on the Preview button, we can see how the form would look like.
Below is an example of creating a Corporate and Crypto Templates.
Notice that the system fields available are suitable for corporate Clients.
On the Crypto Client template the only necessary field is the wallet's Public Key.
To return to the KYC Management Guide hub, click here.
To return to the main guide hub, click here.
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