Query parameters

The client portal accepts the following query parameters for pre-filling forms:

• externalId : Your personal ID to map a dotfile case with your data. If set and a case already exists, the user will be redirected to the checks section.
  Usage: externalId=[YOUR_EXTERNAL_ID]
  Example: externalId=USER12345 or externalId=CASE_9876
• lng : To override the language if needed
  Usage: lng=[LANGUAGE_CODE]
  Example: lng=fr (for French), lng=es (for Spanish).
  (Use the appropriate two-letter language code).

Base URL Structure:

The general structure for a form URL is: https://client-portal.dotfile.com/[ClientPortal_ID]/forms

To add both parameters, combine them using &.

Example:

To pre-fill the external ID as ABC987 and set the language to French (fr) for a specific form, the URL would look like this:

https://client-portal.dotfile.com/[ClientPortal_ID]/forms?externalId=ABC987&lng=fr

Remember to replace [ClientPortal_ID] with the actual ID of the Client Portal you are linking to.

Other parameters are used to pre-fill form fields based on the type of client portal (KYC or KYB). For example, firstName, lastName, and email are used for KYC, while companyName, registrationNumber, and country are used for KYB.

KYC flow

• email : To define the applicant of the onboarding flow (this is the contact for the recollection email)-
• firstName : To pre-fill the first name (for KYC)
• lastName : To pre-fill the last name (for KYC)

KYB flow

• companyName : To pre-fill the name of the company
• registrationNumber : To pre-fill the registration number of the company
• country : To pre-fill the country of registration of the company