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.



After initiating the KYP by filling in the required details and clicking Proceed; after submission, a success message is displayed, the KYP status changes to “KYP registration is in process”, an email is sent to the vendor, and the record appears in the List of KYP Vendors.



When the vendor logs into P-Collab, a KYP Verification popup appears with two options — Proceed to KYP to update details now, or Skip to update later.



Clicking 'Proceed to KYP' opens the registration form pre-filled with the vendor’s previously saved details.



The vendor can update details in the registration form and click 'Continue' to save changes. After updating, clicking 'Submit' will successfully submit the form. .



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



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