Simple steps to fill & share KYC data to Lombard Odier
Have already added the form to the Wecan Comply ?
Follow this simple steps before if not: How to add a new form
Note that KYC data is shared only via export link with Lombard Odier for the moment.
Click New vault
Select Client Vault (KYC)
And Client
Add the name (or alias) of the client
Select Lombard Odier and click Continue
Click "Create vault and forms"
It is normal that KYC from Lombard Odier is not selected at this step because you should use the export link for sharing once filled.
Fill all data and documents, when finished, go to "Share" tab
Click "Export"
Click "Generate link"
Copy the link to your email
