Review KYC reports
This documentation, including images, videos and text, is accurate as of Version 5.10 of Pascal.
We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.
In the Activities tab on the contact's or company's page the found results are shown in the notes. These notes are automatically added to the contact's page after the search in Pascal has been performed.
At the bottom of the note about the KYC Check results a PDF file with the results is added as well.
When clicking this report and selecting the download button, the report will be downloaded by HubSpot. In this report, the following information can be found:
- General information of the KYC check.
- Settings of your Pascal environment which can affect the results found.
- The key findings of the performed search.
- All results of the KYC check.
Details of the results are also included in this document. However, these results can also be viewed by going to the results in the Pascal application. An explanation on how to do this is described here.