With profiles, you can store the information you collect in parallels and organize automatically.
If you're not familiar with what Profiles are, check out this article. |
To automate information storage from parallel to profile, you can configure it directly from the template.
Let's go through the step-by-step process of linking your templates with profiles.
Preparation Steps
Before you start, keep in mind that only field groups can be linked to profiles.
Organize your template thinking about who each person or entity is. Each group will represent a different profile: the client, a legal representative, a beneficial owner, a related company, etc.
Ask yourself: Whose information am I requesting in this section?
Example: in a KYB process, you ask for information from different entities:
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Now, with our groups created, let's link each group to profiles and relate them to each other.
Linking the Group with Profiles
1️⃣ Add a field group
From your template editor, add a field group.
💡 Remember that only field groups can be linked to profiles. Individual fields cannot be directly associated. |
2️⃣ Associate it with a profile type
Select the "Link to profile" button.
3️⃣ Choose the profile type you want to request information for and give it a name to identify who you're referring to.
For example: Profile type: Individual Group name: Beneficial Owner |
4️⃣ Add all the fields you need
By default, all available fields for that profile will load. Just click on the ones you need to add them to your group.
Remember: Responses to all fields with this icon will be automatically saved in the profile.
Need a field that won't be saved to the profile?
If you want to ask a question but don't need to store that response in the profile, you can add a field outside the linked group from the "New field" tab.
These fields are very useful to leverage visibility conditions.
For example: I can add an options field to ask, "Are you married?" If they answer yes -> ask for their spouse's name and ID number. |
5️⃣ Set up relationships between profiles
From the ‘Set up relationships’ button in the group settings, you can establish how different profiles relate to each other.
This way, when you close the parallel and create profiles with the information, they will be correctly linked.
For example: Client (Legal entity profile) |
Split profile information into multiple blocks
You can associate multiple field groups with the same profile to better organize information and make forms more manageable.
If you need to collect a lot of information, having everything in a single field group can make the form difficult to navigate for both you and the person completing it.
To better organize your form, you can create multiple groups linked to the same profile and divide the information by thematic blocks (personal data, financial information, documentation, etc.).
For instance, you can segment your client's information as follows:
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All three groups link to the same Client profile, and all information is stored unified in a single profile. The difference is in how it's presented and organized during the collection process.
Technical requirements
For multiple groups to link correctly to the same profile, they must meet these two conditions:
Have exactly the same group name (e.g., "Beneficial Owner")
Not allow multiple responses in any of the groups
All set!
Your template is now configured and ready to use.
You can now launch your parallels as usual and complete the responses.
When you're done, remember to close the parallel and indicate where you want to store the information for each group.
