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Each kind of practice you can choose at signup has one starter template, and the tables here list what each one asks for and how long it keeps it.

You choose your Kind of practice when you create your account, and one template is copied into your account. The kinds are listed in the order the sign-up page shows them. Choosing none, or choosing Other, gives you Client KYC.

Which template each kind gets

Kind of practiceTemplatePurpose written in the noticeKeeps it
Chartered Accountants / Tax PractitionersClient onboarding documentsNew client onboardingAs long as they're a client
FintechsCustomer onboarding documentsCustomer onboardingAs long as they're a client
HR / RecruitmentEmployee onboarding documentsEmployment onboarding and payroll setupAs long as they're a client
Law FirmsNew client engagementClient engagement and matter fileAs long as they're a client
Clinics / HospitalsPatient registrationPatient registration and billingAs long as they're a client
NBFCsCustomer KYCCustomer identification under the RBI KYC directionAs long as they're a client, then 5 years under RBI KYC Master Direction · PMLA Rule 10
Insurance IntermediariesProposal documentsInsurance proposal and policy servicingAs long as they're a client, then 5 years under IRDAI AML/CFT Master Guidelines
Visa ConsultantsVisa application documentsVisa application preparation180 days
Real Estate AgentsTenant or buyer documentsTenant or buyer verification for an agreement1 year
Other, or no choiceClient KYCClient onboarding and identity verificationAs long as they're a client

What each template asks for

A document is something your client uploads. A written answer is something they type. Every item is required unless the table says If applicable. A PAN Card item is set to Upload or DigiLocker, so your client can also fill it from DigiLocker.

TemplateDocumentsWritten answers
Client onboarding documentsPAN Card, Aadhaar (masked), Address proofFull legal name
Customer onboarding documentsPAN Card, ID proof (Aadhaar or passport), Recent photographFull legal name
Employee onboarding documentsPAN Card, Aadhaar (masked), Bank account proof, Educational certificatesEmergency contact name, Emergency contact mobile
New client engagementID proof (Aadhaar or PAN), Documents relating to the matter (If applicable)Matter summary
Patient registrationID proof (Aadhaar or PAN), Insurance card (If applicable)Emergency contact name, Emergency contact mobile
Customer KYCPAN Card, ID proof (Aadhaar or passport), Recent photographFull legal name
Proposal documentsPAN Card, ID proof (Aadhaar or passport), Recent photographFull legal name
Visa application documentsPassport, Recent photograph, Financial statements, Employment or admission letterTravel dates
Tenant or buyer documentsID proof (Aadhaar or PAN), Income proofCurrent address
Client KYCPAN Card, Aadhaar (masked), Address proofFull legal name

In each starter template, the request title is the same as the template's name. Your client's phone and email are never items, because you enter them when you add the person.

The copy in your account is yours. You can start a request from it, and you can change or delete it.