Help Centre

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Help Centre

Your Onboarding Portal

Your Onboarding Portal

Everything you need to know about your valid8Me Onboarding Portal.

Sourcing Documents

How to source documents from a client

How to add a note to a Product or Service.

How to Invite an Individual Client to Share Documents From the Local Vault

How to Invite a Corporate Client to Share Documents From their Local Vault

How to Invite a 3rd Party Administrator or Intermediary to Share Corporate Documents

Make ad-hoc changes to a Product/Service when sourcing documents

Utilising the incremental response feature to request documents when creating your Product/Service

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My Work

How do I view forms assigned to me?

How to View Client Notifications

How to view My Forms

How to view a Form/Page

How to view My Pages within a form

How to reassign a Form/Page

How to view the status of a Form/Page

How to view All Forms

How to view reminders

How to view events

Elements of a form/form template

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Vault Hub

How to view my client on the Vault Hub

How to request a new document or a change to a current document?

How to upload documentation on behalf of your client - Local Vault

Adding a reason for reopening a form

How to create Local Vaults in Bulk using CSV Templates

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Outbound

Where to view my Outbound Requests

How to send a reminder to a client on a "Source Documents" request

How to cancel a "Source Documents" request

Reporting

Can I generate a report to show how I have onboarded a client?

Introduction to the Report Builder

An overview of the Form Audit report

How to view my Form and Page status in the Form Audit report

Configuration

Question Types - Form Templates

Creating a Form Template

How to clone a form template

How to add page dependencies within a form

How to add display logic to a section of a form

How to add a Page Dependency to a form page

How to add display logic to a form question

How to create a Risk Case for your client using forms

How do I create a new product/service on the valid8Me portal?

Adding Risk & CDD score weights to a question on a form

Onboarding and Risk Rating your Client - The Complete Guide

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Rules Library

How do I set up email notifications?

How to create a CDD level and add it to my form

How to create a Risk Score and add it to my form

How to set Risk Case Review Reminders

Onboarding Portal Users

How do I add an admin account?

How to invite a new user to your valid8Me onboarding portal

Technical Documentation

Setting up Microsoft Sign Sign On between your company and valid8me

Task Manager

Viewing tasks assigned to you using Task Manager

Viewing and working on Workflow Cases using Task Manager

Adding a Workflow to a Vault

Using correspondence within a workflow