> ## Documentation Index
> Fetch the complete documentation index at: https://forest-chore-open-api.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Example 1: KYC

> Step-by-step guide to building a document review and applicant approval workspace.

This guide walks through building a KYC (Know Your Customer) Workspace, a focused interface where your compliance team can review company applications, check submitted documents, and approve or reject applicants without switching between multiple views.

**What operators will be able to do:**

* See all companies in "Signed up" status at a glance
* View the documents submitted by a specific company
* Upload missing documents on behalf of the company
* Approve or reject applications directly from the workspace

## 1. Create the workspace

In your Forest project (start in a staging environment), click the **🧩 icon** in the left sidebar, then click **"Create your first Workspace"**.

Rename it by clicking the edit icon next to "My Workspace". Choose a clear name like **"KYC Review"**, operators will see this label every day.

## 2. Add a title with templating

Drag a **Text** component onto the canvas. Add a title like:

```
KYC Review - Welcome, {{currentUser.firstName}}
```

Type `{{` to see the available template variables. Dynamic text makes the workspace feel personalized and lets you reference selected record data as you build more components.

## 3. Add a summary chart

Drag a **Chart** component from the sidebar. Configure it:

* **Chart type:** Single value
* **Collection:** Company
* **Metric:** Count
* **Filter:** `status = "Signed up"`

This gives operators a live count of pending applications, useful context before they dive into the queue.

## 4. Add the Companies Collection

Drag a **Collection** component onto the canvas. In the sidebar:

* **Collection:** Company
* **Segment:** Select or create a "Signed up" segment that filters `status = "Signed up"`
* **On row click:** "Select a record"

Setting "Select a record" on click is what makes the workspace dynamic, other components will react to whichever company the operator clicks.

Add a **Text** component above the collection as a label: "Companies awaiting review"

## 5. Display company details with Field components

Create a new section to the right of the companies list. Add a **Text** component:

```
Reviewing: {{collection1.selectedRecord.name}}
```

Then drag **Field** components from the "Data" section in the sidebar. For each field you want to display (e.g. registration number, risk level, country):

1. Drag a **Field** component onto the canvas
2. Set **Source** to the Company collection
3. Set **Field** to the relevant field
4. Choose the appropriate display widget (text, badge, image, etc.)

For document fields (e.g. passport scan, proof of address), use the **File viewer** widget to show an inline preview.

## 6. Add a link to the full record

Drag a **Link** component and configure it:

* **URL type:** Redirect to record
* **Source:** Collection 1 (Company)

The link dynamically points to the currently selected company's detail view, useful when the operator needs to see the full record.

## 7. Show related documents with a second Collection

Drag a second **Collection** component. Configure it:

* **Collection:** Document
* **Filter:** `company_id = {{collection1.selectedRecord.id}}`

This filter uses Templating to automatically show only the documents that belong to the selected company. As the operator clicks different rows in the companies list, this collection updates instantly.

## 8. Add action buttons

Drag a **Button** component onto the canvas. Configure it:

* **Source:** Collection 1 (Company)
* **Action:** "Upload Legal Docs" (an action defined in your back-end)

Repeat for other actions:

* "Approve Application"
* "Reject Application"
* "Request More Documents"

The buttons appear next to the selected company's details, so operators can review and act in one motion.

## 9. Add a Dropdown for document filtering

To let operators filter documents by type, drag a **Dropdown** component:

* **Type:** Dynamic
* **Collection:** Document
* **Field:** type

Then add a filter to the Documents collection: `type = {{dropdown1.value}}`

Now operators can select "Passport" from the dropdown and the document list filters automatically.

## 10. Test the workspace

Click **"Exit builder"** to switch to the operator view. Test the full workflow:

1. Click a company row, details and documents should update
2. Trigger an action, the action form should appear
3. Submit the form, the collection should refresh and show the updated status

## The result

When fully built, operators get a single-screen workflow:

* **Left panel:** List of companies awaiting KYC review
* **Right panel:** Details, documents, and action buttons for the selected company
* **Top:** Count of pending applications for context

Companies move out of the queue automatically once their status changes, operators never need to navigate elsewhere.