Overview
Know Your Customer
We strongly believe that ecocentric/paperless office is not at all possible without providing self-service options. KYC portal is developed with that intention.
KYC Portal is very useful, powerful and responsive portal for any company who wish to know and/or collect documents about about their clients (or) vendors (or) employees (or) suppliers (or) partners etc., In other words: The portal that helps to grab the basic information and documentation about your clients (or) vendors (or) employees (or) Suppliers (or) Partners etc.,
This PHP script supports region based dynamic form creation, meaning if your clients span across different countries or regions we as an admin can create a dynamic forms based on that country, so when your client logs in only their country/region specific form will be visible for them to upload their details, because each country or each region in a same country follows a unique requirements on official documents.
KYC Portal provides Clean Dashboard, Reports, Contacts, Blog and Setting options for administration of your client accounts and when you make any change in the source form then your clients can log back again and update that as well, which gives overall completion percentage visibility too.
Eventually the KYC Portal provides a cute and handy UI or platform for you to grab details easily, quickly and conveniently with bare minimal options
Points to Note:
1. Admin credentials not been provided for the demo testing site is because visitors changing all options including the admin password. Please excuse us and feel free to reach us at [email protected] for the admin password
2. Radio button, checkboxes and Text fields are value add fields in this code, so we haven’t allowed changing/appending these buttons while editing an existing KYC Form, but you can customize it (or) we do that for you with an additional cost
Conclusion: When a 100% useful tool is available for just 18 dollars why are you breaking your head to develop a similar tool, just watch this video if convinced buy it straight away before the price shoots up! Many Thanks
Features
- Same portal can be used for Know your Customer/Client/vendors/employees
- Country & Region based KYC forms available dynamicly
- Completion percentage, Reports and sends mails
Requirements
- Hosting Space of 100 MB Max
- MySQL DB
- HTTPS (Optional)
Instructions
- Copy kyc.zip to hosting space
- Create DB and import the kyc.sql file
- Modify conn.php and class-phpmailer.php as instructed
