> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sole Proprietorship Workflow Step

> Configure the sole proprietorship step in iDenfy KYB workflows with custom fields for business details, documents, and owner data.

<img src="https://mintcdn.com/idenfy/EovV_r8xKKDdcL3L/images/guides/step-sole-proprietorship--image-20260515.png?fit=max&auto=format&n=EovV_r8xKKDdcL3L&q=85&s=547a36ce7086481862e4cd2e7d5eedca" alt="Sole Proprietorship step configuration" width="1037" height="910" data-path="images/guides/step-sole-proprietorship--image-20260515.png" />

The **Sole Proprietorship** step lets you tailor the KYB flow for individual business owners. When enabled, it hides the director and shareholder sections and replaces them with dedicated fields for the sole proprietor.

## Enabling Sole Proprietorship

Toggle **Sole proprietorship** to activate the step. Once enabled, the director and shareholder sections are automatically hidden — only the fields and questionnaires relevant to a sole proprietor are shown to the applicant.

## Identity Verification for the Owner

When the main toggle is on, an additional option becomes available:

**Enable Sole proprietorship ID verification** — when toggled on, the sole proprietor is required to complete a [personal identity verification (IDV)](/guides/dashboard/kyc/identity-verification-in-workflow) check as part of the KYB onboarding process.

## Configurable Sections

Each section can be customized with additional fields or document requirements.

### Sole Proprietor Business Details

Configure the business information collected from the sole proprietor. Default fields:

* **Company name** (Default)
* **Country** (Default)

Use the **Fields** button to add or reorder fields. See [Field Management](/guides/dashboard/general/field-management-individuals-companies) for details.

### Sole Proprietor Business Documents

Define which business documents the sole proprietor must upload. Use the **Documents** button to configure accepted document types and requirements. See [Document Management](/guides/dashboard/general/document-management-individuals-companies).

### Sole Proprietor Individual Details

Configure the personal information collected from the owner. Default fields:

* **Name** (Default)
* **Surname** (Default)

Use the **Fields** button to add or reorder fields.

### Sole Proprietor Individual Documents

Define which personal identity documents the sole proprietor must provide. Use the **Documents** button to configure accepted types and requirements.

***

## Testing Your Configuration

To verify the flow works correctly, create a test session manually:

1. Go to **Business Verifications → Create session**, select the flow you configured, and submit.

   <img src="https://mintcdn.com/idenfy/tO7U7zfGRJaOAxFP/images/guides/sole-proprietorship--image8.png?fit=max&auto=format&n=tO7U7zfGRJaOAxFP&q=85&s=ed5c594efe826ffd757a2f3ace205deb" alt="Select flow when creating a session" width="974" height="166" data-path="images/guides/sole-proprietorship--image8.png" />

2. Open the generated link and begin onboarding as a client would.

   <img src="https://mintcdn.com/idenfy/tO7U7zfGRJaOAxFP/images/guides/sole-proprietorship--image9-20240910-201126.png?fit=max&auto=format&n=tO7U7zfGRJaOAxFP&q=85&s=e536ade11d2d1bd9aab54cf2a87713bc" alt="Session creation confirmation" width="1406" height="956" data-path="images/guides/sole-proprietorship--image9-20240910-201126.png" />

3. On the **Company details** page, confirm the **Sole proprietorship** option is visible and selectable. Once chosen, the director and shareholder sections should disappear and the sole proprietor fields should appear.

   <img src="https://mintcdn.com/idenfy/tO7U7zfGRJaOAxFP/images/guides/sole-proprietorship--image6-20240910-201126.png?fit=max&auto=format&n=tO7U7zfGRJaOAxFP&q=85&s=6125aa2e73e763723682fbd404fdedbd" alt="Company details page with Sole proprietorship option" width="939" height="511" data-path="images/guides/sole-proprietorship--image6-20240910-201126.png" />
