Descriptors are precise details that is important to be set for individual contacts, entities, relationships, the organization and documents. They possess the capacity to impact the risk and compliance level of each entity. These descriptors can also be categorized for simplified navigation and management.
Steps
- From the right corner on Settings go to DescriptorsÂ
- Click on the names for the descriptors of that specific category (Contact, Relationships etc)
- Click on Add or double click on some of the existing to edit
- On the pop-up window put the information in the fields and choose if they are risk or compliance associated
- Click on Save
Good to know
- Some descriptors are for all types of contact and some are for specific ones
- Unless a specific type is assigned to a descriptor, it will apply to all types
- Based on the conditions (weight) added to a risk associated descriptor the risk level of the contact will go up or down
- The conditions don't affect the compliance level, what matters is that the compliance associated descriptors are added