Settings

  2. Settings

How do I create Local Document Policies?

Local Policies Create a module specific Document that is required for Compliance.  Steps Click the Contacts, Relationship, or Entities menu option on the left.  Click on Date tab on the top right navigation tab. Click , in the pop-up window, add details, set reminders, and the recurrence.  Click the Document Policy sIider the add the Policy’s name,…

Contacts Entities Relationships Settings Date Event

Settings – Add/Edit Country

Manage Country Settings This tutorial explains how to manage country settings within the application. You will learn to access, edit, and configure country information effectively. 2. Access Country Settings List Under settings here, you can quickly access countries. You’ll see a list of countries. You can introduce a new country pressing plus sign 3. Understand…

Settings Country

How do I manage Descriptors?

Managing Descriptor Categories: Descriptor Categories are used to logically group descriptors on the screen so users can easily locate the needed field. As a first step, create Descriptor Categories. In the main page, click  to access Settings. Go to Descriptors. Scroll to the bottom of the page  Click to create a new descriptor category then add a…

Contacts Entities Relationships Settings

Profile – Security Settings

Summary The Security tab allows users to update their login credentials and enhance sensitive data visibility through PIN. How to use it To change your password, please provide your current password, then enter your new password and confirm it. For the PIN, you can simply set a new one and confirm it. If you already have…

Profile Settings Profile Security settings User

Descriptors Compliance Policies

Descriptor compliance policies define which descriptors must have responses before a contact, entity, or relationship can be considered compliant. What Descriptor Policies Do Descriptors are custom fields or questions used to collect important information. A descriptor policy marks selected descriptors as required for compliance when the record matches the configured criteria. Main Parts of the…

Contacts Descriptors Entities Relationships Settings descriptors

Compliance Review

Applies to: This page is available for Contacts, Entities, and Relationships. The information shown depends on the selected record and the policies that apply to it. Page Summary The top of the page shows summary information for the selected record, including its compliance score, screening status, risk level, contact or company details, and other key…

Contacts Descriptors Entities Relationships Settings descriptors