Configuration Hub

Understanding ownership and role tags
TABLE OF CONTENTS Overview Tags reference Why this matters Related articles Overview When you unwrap a company structure, tags appear next to ...
Fri, 24 Jul, 2026 at 3:50 PM
How to create a UBO Rule
TABLE OF CONTENTS Overview Before you start Steps Step 1. Open UBO Rules Step 2. Name and set the rule scope Step 3. Configure thresholds and criteri...
Fri, 24 Jul, 2026 at 3:53 PM
Share classes and voting rights
TABLE OF CONTENTS Overview Why this matters How share class information is populated Adding or editing share class information manually How share clas...
Fri, 24 Jul, 2026 at 3:52 PM
Understanding the Entity Summary
TABLE OF CONTENTS Overview How to view the Entity Summary What the Entity Summary shows Why this matters Related articles Overview The Entity...
Fri, 24 Jul, 2026 at 3:51 PM
How to request conveyancer verification
Summary Instead of sending an EIV request, you can ask a conveyancer to verify the buyer's information for a case. This article covers how to send a ve...
Wed, 29 Jul, 2026 at 9:03 AM