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1. Select the Get Form button to begin modifying.
2. Switch on the Wizard mode on the top toolbar to obtain more suggestions.
3. Complete each fillable area.
4. Be sure the details you add to the Sales Know Your Customer Templates is up-to-date and accurate.
5. Add the date to the record using the Date tool.
6. Click the Sign button and create a digital signature. You can find three available options; typing, drawing, or uploading one.
7. Check each area has been filled in correctly.
8. Select Done in the top right corne to save and send or download the sample. There are several alternatives for getting the doc. An attachment in an email or through the mail as a hard copy, as an instant download.

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