✅Onboarding Checklist

Step 1: Creating your organization

1. Sign up for a Bluprynt account.

2. To create off-chain disclosures only, go to SmartDocs.

3. To enable onchain compliance when creating your disclosures on SmartDocs, create an organization:

   1. Click your profile (bottom-left of the dashboard) → Settings → Organization Settings.

Note, in order to use Know Your Issuer (KYI), you must create an organization first, given that KYI is an organization-level attestation.

Step 2: Inviting your team

1. Go to the home page of the dashboard

2. Navigate to the bottom lefthand corner of the dashboard

3. Click your profile (bottom-left of the dashboard) → Settings → Organization Members.

4. Enter the email and role of the invitee and press the "Invite" button.

Step 3: Using KYI

Note: If you are (or represent) an asset issuer with an asset ready to issue, it's best to create an organization FIRST and then go through the KNow Your Issuer (KYI) process.

1. Create an organization (go back to Step 1: Creating your organization)

2. Navigate to the home page of the dashboard.

3. Click on "Authenticate Asset" button on the Know Your Issuer (KYI) card in the middle of the page.

4. Finalize the steps listed here: How It Works

Step 4: Using SmartDocs

To use SmartDocs, please follow these instructions: How it Works