How to download customer profile to PDF file?
You can download customer profile to PDF file on Cloudian™ AML Portal easily.
Step
- Go to "Customers" page.
- Search the customer name and click on the "Eye" (View Customer) icon to enter the Customer profile page.
- Click "Download PDF" in the "Detail" section.
Tips
- The customer profile is available even if eKYC verification and AML search is not started yet.
Updated 14 days ago
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