Document Automation
Collect Know Your Customer and Anti-Money Laundering information with a guided client interview. Clients fill accurately on any device — you get a completed, signed document ready for your compliance records.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common kyc / aml intake form automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Identity verified via email OTP before signature is accepted. Full audit trail records who signed, when, and from which device.
Only ask enhanced due diligence questions if the client indicates politically exposed person status — keeping the standard interview short.
Trigger additional questions for clients who are citizens of, or tax-resident in, specific jurisdictions.
Enterprise plans add RFC 3161 trusted timestamps to every signed document — providing independently verifiable proof of when a submission was completed.
Every completed intake is stored in Docuplete's submission bank with a full audit trail — access at any time for compliance reviews.
Configure a webhook to receive a signed POST the moment a client submits — enabling downstream compliance workflow automation.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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