Help Centre

Back to home

Help Centre

Your Onboarding Portal

Your Onboarding Portal

Everything you need to know about your valid8Me Onboarding Portal.

Product/Service Configuration

Onboarding and Risk Rating your Client - The Complete Guide

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

How do I specify the documents I require from a customer?

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

How to add a note to a Product or Service.

How do I create a new risk assessment from a form template?

See more

Form Templates Configuration

Elements of a form/form template

Creating a Form Template

Form Templates - Question Types

How to add display logic to a form question

How to add display logic to a form page

How to add a Page Dependency to a form page

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 create a Risk Case for your client using forms

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

How to add the Required Documents question to a Form Template.

See more

Sourcing Documents

How to source documents from an Individual client

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

See more

My Work

How to View Client Notifications

How to view My Pages within a form

How do I view forms assigned to me?

How to view All Forms

How to view a Form/Page

How to reassign a Form/Page

How to view the status of a Form/Page

How to view reminders

How to view events

See more

Task Manager

Viewing tasks assigned to you using Task Manager

Viewing and working on Workflow Cases using Task Manager

Using correspondence within a workflow

Vault Hub

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

How to create Local Vaults in Bulk using CSV Templates

Automatically populating a local vault with the details of an online client using the auto-fill feature.

Where can I search for clients that I have connected with?

How to view my client on the Vault Hub

How to use the Query function to request a new document or request a change to a current document?

Which forensic checks can be performed on received documentation?

How do I view a customers risk rating?

How to download clients' documents?

How do I reject/revoke a client's document during assessment?

Adding a reason for reopening a form

Using Custom Fields with Vaults

Adding a review date to a Risk Assessment

Adding a Workflow to a Vault

Linking vaults in the valid8Me Vault Hub

See more

Outbound

Where to view my Outbound Requests

Where can I view the status of document requests?

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

How to cancel a "Source Documents" request

Notifications

How do I respond to a revoke request?

Reporting

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

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

Rules Library

How do I set up email notifications for reminders?

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

How to set Outstanding Documents Reminders

See more

Settings

How to invite a new user to your valid8Me onboarding portal

How do I add an admin account?

Roles and Permissions

Setting up Microsoft Single Sign On between your company and valid8me

Your Profile & Settings

How do I make changes to my company profile?

How to update your User Profile or Change your Password