FAQ

A collection of answers to frequently asked questions.

8 articles

How do I style what our clients see?

How do I request data from a married couple?

How do I add more team members to my Workspace account?

How do I archive a client?

How do I download a list of my clients?

How do I do a risk assessment?

How do I make a PEP, Sanction List and Adverse Media screening?

How do I request information from a client?