Help Centre

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Help Centre

Your Onboarding Portal

Your Onboarding Portal

Everything you need to know to be as efficient as possible with your valid8Me Onboarding Portal.

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

How do I prove my due diligence to an auditor / compliance / regulator?

Onboarding Portal Users

How do I add an admin account?

How do I get another onboarding user set up on the portal?

Outbound Requests

Where can I view the status of document requests?

Form Templates

Question Types - Form Templates

How do I create a new risk assessment form template?

Reporting

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

Introduction to the Report Builder

System Configuration

How do I set up email notifications?

How do I create a risk score?

Technical Documentation

Setting up Microsoft Sign Sign On between your company and valid8me