User Manual Mobile Application

Table of Contents
1. LOGIN INTERFACE ..................................................................................................................................................................... 2
2. MENU BAR .................................................................................................................................................................................... 2
2.1. DASHBOARD............................................................................................................................................................................................... 3
2.2. APPLICATION ............................................................................................................................................................................................. 4
2.2.1. VIEW APPLICATION LIST ..................................................................................................................................................................... 4
2.2.2. INSERT PAN DETAILS.......................................................................................................................................................................... 5
2.2.3. UPLOAD PAN IMAGE ........................................................................................................................................................................... 6
2.2.4. AADHAAR ........................................................................................................................................................................................... 7
2.2.5. INSERT BASIC DETAILS ........................................................................................................................................................................ 9
2.2.6. INSERT TRADING DETAILS ................................................................................................................................................................11
2.2.7. INSERT DEMAT DETAILS .................................................................................................................................................................12
2.2.8. INSERT BANK DETAILS ......................................................................................................................................................................13
2.2.9. INSERT OTHER DETAILS ....................................................................................................................................................................14
2.2.10. INSERT NOMINEE DETAILS ...............................................................................................................................................................15
2.2.11. REVIEW THE APPLICATION ...............................................................................................................................................................16
2.2.12. SUBMIT THE APPLICATION ...............................................................................................................................................................17
2.2.13. FINAL SUBMIT ....................................................................................................................................................................................17
3. RATE US ...................................................................................................................................................................................... 17
4. LOGOUT ...................................................................................................................................................................................... 17

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User Manual Mobile Application

1. Login Interface
Following screen is login interface for sales user to login.

2. Menu bar
Following view is the application menu bar.

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User Manual Mobile Application

2.1. Dashboard
On dashboard the application status details is displaying in graphical view. User can search the application
status by date range.

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User Manual Mobile Application

2.2. Application
Upon launching the system, users are presented with the main interface. By clicking the “Application”, users will
perform the actions to create KYC application.

2.2.1. View Application list

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User Manual Mobile Application

2.2.2. Insert PAN details

By click on “+” icon, the system will display the PAN details page as shown below. User need to enter the
valid PAN number. By click on “Verify”, System will verify the entered Pan details.

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User Manual Mobile Application

2.2.3. Upload PAN Image

By click on camera icon at top right corner, user will upload the PAN image.

User can crop or rotate the image on below shown image.

After upload the PAN image, user will select the KRA or AADHAAR option to fetch the data.

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User Manual Mobile Application

2.2.4. AADHAAR
User need to follow below steps to complete Digilocker process
1. Enter aadhaar number
2. Enter OTP received on entered number
3. Enter Pin
4. Click on Allow
5. Closer the success page
6. System will display the User details which is fetch from Digilocker

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User Manual Mobile Application

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User Manual Mobile Application

2.2.5. Insert Basic details

User needs to enter the basic details.
User needs to verify the entered email id and mobile number by OTP.
User needs to select the Email and mobile relationship
User need to capture the live image. Please note user need to allow the location permission.
User needs to upload or capture the signature image.
By click on “Save & Next”, the user will go to next page.

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User Manual Mobile Application

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User Manual Mobile Application

2.2.6. Insert Trading details

On below page, user will enter the trading details.

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User Manual Mobile Application

2.2.7. Insert DEMAT details

On below page, user will select option for created new Demat or to enter the existing demat details or don’t
want to open demat.

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User Manual Mobile Application

2.2.8. Insert Bank details

On below page, user needs to enter the bank details.

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User Manual Mobile Application

2.2.9. Insert other details

On below page, user will enter the other details. If user comes through manual way, then needs to be
upload or capture the IPV image.

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User Manual Mobile Application

2.2.10. Insert Nominee details

On below page, user will select option for to create a nominee or not. As well as user can see the list of
nominee.

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User Manual Mobile Application

2.2.11. Review the application

On below page, user can view all details. As well as user can modify the details.

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User Manual Mobile Application

2.2.12. Submit the application

After click on “Submit” button, system will display the following image.

2.2.13. Final Submit

After click on final “Submit” button, system will redirect to application list page.

3. Rate us
User can give rates on Google play store.

4. Logout
Users can logout the app.

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