How to setup a Digio Markeplace app for KYC and Digital document sign?

How to setup a Digio Markeplace app for KYC and Digital document sign?

Digitally verifying your customers' identity and obtaining e-signatures on documents has become essential in streamlining onboarding processes and ensuring compliance. The Digio Marketplace app simplifies this by enabling Kylas CRM users to initiate KYC (Know Your Customer) requests and digital document sign workflows directly through their CRM interface using a Digio account.

This guide will walk you through all the steps needed to install, configure, and use the Digio app within Kylas CRM effectively.


Table of Contents

  1. Prerequisites

  2. Use Cases

  3. Key Benefits

  4. Step-by-Step Setup Guide
    4.1 Installing the App
    4.2 Login and Authentication
    4.3 Enter Kylas API Key
    4.4 Connect Your Digio Account
    4.5 Configure Webhooks in Digio
    4.6 Manage Users
    4.7 Add KYC Workflows
    4.8 Add Document Templates
    4.9 Field Mapping for Personalization

  5. Initiating Requests from Kylas CRM
    5.1 Create a KYC Request
    5.2 Send Document for e-Sign

  6. Conclusion


Prerequisites

  1. You have an active Kylas CRM account.

  2. You are an admin user in Kylas with access to Marketplace.

  3. You have or are willing to create a Digio account via the Digio Marketplace app.

  4. You have access to Kylas API key.

  5. You have predefined KYC workflows and document templates in Digio if you plan to use automation and document personalization features.


Use Cases

Idea
Use Case
Description
Customer Onboarding with e-KYC
Instantly verify customer identity by initiating Aadhaar-based KYC from the CRM itself.
E-sign Legal Agreements & Contracts
Send business agreements, NDAs, service contracts, or onboarding forms for digital signature.
Loan or Insurance Documentation
Collect e-KYC and digitally signed documents for loan/insurance processing from prospects.
Employee or Partner Onboarding
Complete partner/vendor/employee onboarding using KYC and signed contracts within minutes.
Franchise/Distributor Enrollments
Streamline distributor onboarding with legally signed agreements and identity verification.
Real Estate Documentation
Send rental agreements, buyer consent forms, or lease contracts for signing and KYC checks.
Education or Training Enrollment
Verify identity of students/applicants and collect signed application forms digitally.
Digital Consent Forms or Declarations
Send forms requiring customer consent (e.g., terms acceptance, disclosures) with e-sign.
Recurring Document Workflows
Use pre-configured workflows and templates to automate frequently used KYC and document tasks.
Remote Sales Closures
Let sales teams send agreement links & verify customer details without needing physical meetings.


Benefits

Benefit
Details
Faster Customer Onboarding
No manual paperwork—reduce KYC and documentation time from days to minutes.
Legally Compliant & Secure
Uses Digio’s certified eKYC and e-sign process, ensuring legal validity and data protection.
Seamless Integration with CRM
Directly initiate workflows from Leads, Contacts, and Deals inside Kylas.
Real-Time Status Updates via Webhooks
Automatically sync status of KYC requests and document signing in CRM without manual tracking.
Automated Field Mapping & Personalization
Replace variables in templates with CRM fields (e.g., customer name, date, company info).
Multi-User Access Control
Admins can control which users can send KYC and sign requests.
Template Reusability
Create reusable document templates with mapped fields to speed up future transactions.
No Need for External Tools
Eliminates dependency on email or third-party tools for documentation and KYC.
Supports Scalable Business Growth
Helps standardize and scale onboarding/documentation across multiple teams and business units.
Enhanced Customer Experience
Customers receive clean, branded, digital experiences with minimal delays.



Step-by-Step Setup Guide

1. Installing the App

  • Go to the Kylas Marketplace and find the Digio Marketplace App.

  • Click Install App.

  • Sign in and grant all required permissions by clicking Allow and Install.

2. Login and Authentication

  • Sign up using your email ID on the Digio Marketplace app.

  • You will receive a verification email—click the link to verify and set your password.

  • After verification, navigate to Kylas Marketplace > Installed Apps > View Details for the Digio App.

  • Log in using your registered email and password.

3. Enter Kylas API Key

  • Once logged in, navigate to the API Keys section.

  • Enter your Kylas account API key to enable secure data exchange.

4. Connect Your Digio Account

  • Go to the Connected Accounts section.

  • Click on Connect Account.

  • Fill in the required Digio credentials and information.

  • Click Save to establish the connection.



5. Configure Webhooks in Digio

Webhooks ensure that real-time status updates from Digio reflect automatically in Kylas CRM.

Info

  • In the Digio Marketplace app, go to Connected Accounts and copy the webhook URL.

  • Log in to your Digio account.

  • Navigate to My Profile > Webhooks.

  • Paste the copied URL and subscribe to the following events:

    Under KYC Request:

    • kyc.request.created

    • kyc.request.review.ready

    • kyc.request.approved

    • kyc.request.completed

    • kyc.request.rejected

    • kyc.request.terminated

    • kyc.request.expired

    Under Document:

    • doc.signed

    • doc.sign.failed

    • doc.sign.rejected





6. Manage Users

Grant access to specific Kylas users for sending KYC or e-sign requests.

  • Go to Manage Users tab.

  • Click Fetch Users.

  • Select and invite users you want to authorize.

7. Add KYC Workflows

Create reusable workflows for different types of KYC processes.

  • Navigate to the KYC Workflows tab.

  • Click Add KYC Workflow.

  • Copy your workflow name from Digio and paste it into the Kylas Digio app.

  • Click Save.



8. Add Document Templates

Digitize your documents and prepare them for e-signature.

  • Go to the Document Templates tab.

  • Click Add Document Template.

  • Enter a Document Name and Template ID (from Digio).

  • Click Save.

Notes

 Note: Every time you update your template in Digio, the Template ID changes. You must update this ID in the Kylas Marketplace app accordingly.







9. Field Mapping for Personalization

Auto-fill documents with CRM data.

  • Go to Map Fields in the app.

  • In Digio: Go to Documents > Edit in Template Editor > Form Fields.

  • Copy the field names (type + label).

  • Paste these into the Kylas Digio app's field mapping section.

  • Map each CRM field (e.g., Name, Email, Company) to corresponding Digio fields.


Initiating Requests from Kylas CRM

A. Create a KYC Request

  • Go to the Lead or Contact details page in Kylas.

  • Click on the More Actions dropdown.

  • Select Generate KYC Request.

  • Choose a workflow and enter the required information.

  • Click Start KYC.




B. Send Document for e-Sign

  • Go to the Deal Details page in Kylas.

  • Click on the More Actions dropdown.

  • Select Send Document.

  • Choose the relevant contact and document.

  • Review and confirm auto-filled details.

  • Click Send.
















Conclusion

By integrating the Digio Marketplace app with Kylas CRM, businesses can digitize and automate critical customer onboarding tasks like KYC verification and document signing. This not only boosts operational efficiency but also enhances customer trust and speeds up service delivery.

If your business regularly handles customer verification or signed agreements, this app is a must-have addition to your CRM ecosystem.