New in the KYC Dashboard: reassign, reopen in bulk, templates and archiving

We shipped four updates to the KYC Dashboard that save you from reaching out to support or repeating the same steps for every investor. All four are available to anyone with KYC Dashboard access.

Reassign a KYC task

• Open the menu on a participant and choose Reassign task to send an in-progress task to a different contact, or add a contributor alongside the current one

• It stays the same KYC evaluation, so answers and documents already added are kept

• Pick from the portfolio’s other contacts or type any email, and invite several people at once

• Available for participants who are Invited or have started. Tasks can’t be reassigned after they’re submitted, and it works one participant at a time for now

• The previous contact is removed from the task and is not emailed

Reopen KYC for many investors at once

• Select participants and use the new Bulk Reopen action

• Review everyone in one window, and choose a contact where a participant has several

• See a result for each participant: Reopened, Skipped because already reopened, or Failed with the reason and a Retry button

• Works for tasks that are Completed, Pending Carta review or Pending documents

Save and reuse custom email templates

• Pick a saved template, or choose Customize email for a one-time change

• Use Save as template to keep your wording, and Manage templates to create, rename, edit or delete templates

• Insert the entity name and requester name so each recipient sees their own details, and preview each email before anything is sent

• You can change the subject and introduction. The steps and support line stay the same

• Reopen and Initiate Screening emails keep separate templates

Archive and unarchive participants

• Choose Archive from a participant’s menu to clean up your list. Archiving only affects the KYC Dashboard and nothing else in Carta

• Archiving a participant who has completed KYC also stops their ongoing daily screening

• Turn on Show archived in the filters to see archived participants, marked with an Archived tag. Participants in a fund that has churned appear there too

• Unarchive works only on participants archived from the dashboard, and archiving is one participant at a time for now

Questions, or something you’d like to see next? Tell us in the comments.