Help Centre

TABLE OF CONTENTS Navigating to the settings Your compliance program Custom Forms Requirements Compliance Rules Profile Rules Document Reader Ongoi...

TABLE OF CONTENTS Before you start What is it? Branding settings Logo customisation Colour customisation Colour Accessibility Guidelines Email Domai...

TABLE OF CONTENTS Summary Before you start Types of emails Verification email (EIV)  Requirements email Follow up template How to customise a temp...

TABLE OF CONTENTS Summary What are custom requirements? Which user roles can create custom requirements? How do I create and edit a custom requirement?...

TABLE OF CONTENTS Compliance Rules Which user roles can create compliance rules? Creating a compliance rule Available conditions If no conditions are ...

TABLE OF CONTENTS What are automation rules? Billing impact of automation rules Available automations How to create an automation rule Understanding &...

TABLE OF CONTENTS Summary Creating an office Offices & Profile Access What can I use the office function for? Risk assessment during case creation...

TABLE OF CONTENTS Summary Before you start What Are CDD Refresh Alerts? Who gets a CDD refresh alert? Which date does the timeframe start from?  Al...

TABLE OF CONTENTS Summary How to Configure Forms Step 1: Plan your Form   Which form type should I select?  Step 2: Create a New Form  Step 3: Form B...

TABLE OF CONTENTS Summary How to set up ongoing monitoring and amend alerts Email notifications Setting up duration rules How to manage Ongoing Monito...