How do I add Calendar Date Types?
Steps: On the main page, click to access Settings. Go to Calendar. On the left, you’ll find a table with the customizable Date types. Select the module to which you’d like to add a Date Subtype, then on the right of the screen, click . In the pop-up window, add the Date Subtype‘s name, the…
How do I manage Entity Settings?
Entities are characterized by their Fee Types, Fund Structure, Types, Strategy, and Structures. Entity Fee Types On the main page, click to access Settings. Go to Entities. In the top left of the screen, you’ll find the Entity Fee Types table. Click to add a new Fee type and enter its Name, Description, Reminder, and Recurrence. Click Save & Close. Entity Fund Sources On…
How do I manage Relationship Settings?
Relationships are characterized by their Onboarding Status, Risk, Technology platforms, and Type. On the main page, click to access DRM settings. Go to Relationships. Onboarding Status On the left, you’ll find a table with the pre-defined Relationship Status. To add new Status, click . In the pop-up window, add the new Status‘s name, Percentage defining the…
How do I add Document Types?
Document types are created to maintain a proper document standard across the platform for your organization. Steps: On the main page, click to access Settings. Go to Documents. Click to add a new Document Type or to edit an existing one. In the pop-up window, add the new Document Type‘s Name and Description. Optional: You can create…
How do I manage Compliance Policies?
Steps: On the main page, click to access Settings. Go to Compliance. Relationships Navigate to Relationships. Under Documents, Click to add a new Policy Step and enter: A Name. The Associated Document: a Document that will be required for compliance for the concerned Relationships. A Description. One or more Risk levels: The Policy will affect the Relationships with one of the levels of Risk…