Configuring documents

The Document Checklist is the list of IDs and certificates customers must upload during KYC. It's the first thing they see on the portal — so what you put here matters.

Open Settings → Risk & KYC → Document Checklist. You'll see two tabs: Individual and Business. You set up the lists separately, because the documents you need from an individual are different from what you need from a registered company.

Adding a document

Click + Add Document. For each one, fill in:

• Document Name — what shows on the form (e.g. “PAN Card”, “GST Certificate”).
• Help text — a short instruction shown under the name (e.g. “Upload a clear photo or scan of your PAN card”). Optional but recommended.
• Applies To — Individual, Business, or Both. A document marked Both appears on each tab.
• Required — tick if the customer cannot submit without this document. Untick for nice-to-haves.

Suggested list for individual customers (India)

• PAN Card — required
• Aadhaar Card — required
• Address Proof (recent utility bill or bank statement) — required
• Photo with ID (selfie holding the PAN or Aadhaar) — optional

Suggested list for business customers (India)

• GST Certificate — required
• Company PAN Card — required
• Certificate of Incorporation — required
• Authorised Signatory ID — required
• Authorisation Letter on company letterhead — required
• Office Address Proof — required
• Bank Account Proof (cancelled cheque) — optional

Reordering and editing

Use the ↑ ↓ arrows on the left of each row to reorder — the order shown to the customer matches this list. Put the most important documents at the top.

Click the pencil icon to edit a document, or the X to remove one. Editing the Document Name or Help text doesn't affect any KYC that's already been submitted — those keep the version of the text the customer originally saw.

Next step

Once your document list is in place, head to Configuring questions to add a few questions that capture context about each rental.