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Review KYC reports

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.

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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.

 

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