---
title: "Modifying Sent KYC Onboarding Forms"
description: "Introduction"
canonical_url: "https://infotrack-australia.brainfish.ai/articles/modifying-sent-kyc-onboarding-forms-FPlCBy6f0L"
md_url: "https://infotrack-australia.brainfish.ai/articles/modifying-sent-kyc-onboarding-forms-FPlCBy6f0L.md"
---
# Modifying Sent KYC Onboarding Forms

## Introduction

Once an onboarding order is placed, you may need to update the options or services requested within a client's KYC Onboarding form. This guide explains how to edit and save changes to a client's onboarding form after it has been sent.

## Steps

1. From the client onboarding dashboard, locate the specific client whose form needs updating.
2. Next to the **KYC onboarding form** line item, click the **three vertical dots** to open the actions menu.
3. Select **Edit** from the dropdown options. You will be redirected to the **Edit form** portal.

   ![KYC - 1.png](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=8d75e366-c8d7-4924-89e4-d86a311f0791 " =1065x524")
4. Update the form as required.
5. Click the **Save** button in the bottom right corner of the page.
6. A confirmation message ("Form updated") will appear in the top-right corner, indicating that the changes have been successfully committed.

   ![KYC - 2.png](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=f2623789-ed8b-4158-aad1-23cd5623d818 " =337x90")
7. Click the **Close** button in the bottom right corner of the page.

## Summary

Updating the KYC onboarding form ensures that your clients are prompted to provide accurate and updated transaction details during their onboarding process, keeping your compliance records aligned with any transactional changes.

## Introduction

Once an onboarding order is placed, you may need to update the options or services requested within a client's KYC Onboarding form. This guide explains how to edit and save changes to a client's onboarding form after it has been sent.

## Steps

1. From the client onboarding dashboard, locate the specific client whose form needs updating.
2. Next to the **KYC onboarding form** line item, click the **three vertical dots** to open the actions menu.
3. Select **Edit** from the dropdown options. You will be redirected to the **Edit form** portal.

   ![KYC - 1.png](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=8d75e366-c8d7-4924-89e4-d86a311f0791 " =1065x524")
4. Update the form as required.
5. Click the **Save** button in the bottom right corner of the page.
6. A confirmation message ("Form updated") will appear in the top-right corner, indicating that the changes have been successfully committed.

   ![KYC - 2.png](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=f2623789-ed8b-4158-aad1-23cd5623d818 " =337x90")
7. Click the **Close** button in the bottom right corner of the page.

## Summary

Updating the KYC onboarding form ensures that your clients are prompted to provide accurate and updated transaction details during their onboarding process, keeping your compliance records aligned with any transactional changes.