First Token Deployment in Production - Checklist

Here’s a helpful checklist to guide you through the process of deploying your first token in production:

1. Complete and pass Tokeny KYB Onboarding Procedure.
2. Complete the "General Information" form.
3. Complete the "Qualification Module" form if applicable.
4. Share with Tokeny the integration API keys for SumSub (see guidelines here) and DocuSign if applicable.
5. Ensure that all due invoices have been settled.
6. Verify the Qualification, Subscription and Redemption Module Setup (if applicable) in your testing environment.
7. Test and validate the content and delivery of Automated Transactional Emails Sent to Investors after each action.
8. Create your DNS record if you plan to leverage the Investor App with the following details:
   Name: [your_domain_name]
   Type: CNAME
   Value: proxy-tls.tokeny.com
9. If you’d like to use a custom sender email address for your transactional email, please contact support@tokeny.com (see guidelines here).
10. If you'd like to use SumSub in production, please share your encrypted level name, app token and secret key with support@tokeny.com (see guidelines here).
11. Request access to Production Servicing to customers@tokeny.com. You will receive an invitation email from noreply@tokeny.com, with a temporary password to access https://servicing.tokeny.com/auth/signin.
12. Deploy your first ERC-3643 token in production (see Guide to configure and deploy an ERC3643 token). If you intend to issue several tokens sharing the same investor whitelist please refer to this article.
13. After successfully deploying your first token, notify support@tokeny.com to deploy and connect your Investor App to your Servicing platform.
14. In parallel, you will be able to add agents to your token. Note that you will receive the Subscription & Redeem form by email each time a token is deployed into production. You must complete it if you wish to enable the subscription and/or redeem module(s) for that specific token.

For any assistance or questions during the onboarding process, please reach out to support@tokeny.com.