AML FORMS

DocuSign Templates

Manage DocuSign templates and configure e-signature workflows

Connected
API Configuration
Your DocuSign account connection details

12345678-1234-1234-1234-123456789012

production

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Templates Library
Manage your DocuSign templates for automated document generation

Standard Onboarding Agreement

General onboarding agreement for individual clients

active
12 fields•145 uses•Last used Jan 15, 2025

Corporate KYC Document

KYC documentation for corporate entities

active
18 fields•89 uses•Last used Jan 14, 2025

Individual Client Agreement

Simplified agreement for individual clients

inactive
8 fields•34 uses•Last used Jan 10, 2025

How to add templates

Create templates in your DocuSign account, then add them here using the template ID. You can configure field mappings in the Form Builder for each form section.