1. Help Centre
  2. Your Onboarding Portal

How can others in my company get access to documentation for due diligence purposes?

If a user needs access to documentation for due diligence, they can do the following: 

  • Select Connections on the left-hand panel.
  • Search for your customer using the search field at the top of your screen.
  • Once the results are available, click on the customer's name, this will open a new Connection Information window. 
  • Select Report from the left-hand panel or at the bottom of the window.
  • Choose your date range and select Confirm.
  • A report will be generated with the relevant onboarding information included. You also have the option to download this report as a PDF. This report contains all information required to prove due diligence. 

Note: If you are on a free account and would like to avail of this feature, please leave your details here and we will give get straight back to you.