A user can login to the P-Collab portal. Subscribers of P-Collab must login through the “Company User” type.


After clicking on Vendor Onboarding, the Vendor onboarding process page will open. Then click on the List of Vendors.



In the List of Customers module, verify that the “Initiate KYP” option is visible in the Action Menu for the customer.



On clicking “Initiate KYP”, the system displays the Initiate KYP popup allowing the user to enter the KYP details.



The Proceed button is enabled only after filling all required details and setting the attachment requirements as mandatory or optional, allowing the user to click and proceed.