The documents that are expected in Portal can now be configured in the application user interface.
You can now edit the automation rules directly in the interface. Automations allow you to configure risk level rules or approval permissions.
The risk rules are now editable in the interface.
Your workflow is now editable from the interface. 🎉
See the demo below 👇
We released a new view for tasks that makes easier to distribute the work among your team.
The shareholder role was added to better describes the shareholding structure.
Documents now have an expiry date. This date can be used to be alerted about expired documents.
Part of your workflow, you can setup the automatic download of business documents. The documents will be directly available in the applications.
Read more in Document order
You can fine-tune which relationship should be screened depending on several parameters:
- role of the persons towards the company: signatory, director, UBO, shareholder.. or everyone.
- risk parameters via task activation conditions: risk level, country, legal type, etc.