General Terminology TermDescription Case The working file that holds the details of a Subject as they go through compliance processes. Activity Type The ...

TABLE OF CONTENTS What are List Views What can I do with a List View What List Views are there? Downloading a CSV What are List Views List Views ...

TABLE OF CONTENTS Users Adding a User Editing a User Activating/Inactivating a User Locked Users Configuring Notifications Resetting a User Password...

TABLE OF CONTENTS Processes Requesting New Processes Registration Portals Activity Types Basic details Address history Document Collection DBS Basi...

TABLE OF CONTENTS What is a Subject? What is a Subject Portal? What information is viewable when a Subject accesses their Portal? Detached Subject Acco...

TABLE OF CONTENTS Payment Types Pay in Advance How this works Making Payments Saved Cards To save a card To remove a saved card Payment Reques...

TABLE OF CONTENTS What are Segments Segment Settings Adding a Segment Adding Users to a Segment Adding Processes to a Segment User Permissions Who...

TABLE OF CONTENTS What is Consent? What Cases/Case Activities require consent? How does a Subject give consent? Revoking Consent Getting Consent af...