You can now edit the automation rules directly in the interface. Automations allow you to configure risk level rules or approval permissions.
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 inDocument order
You can fine-tune which relationship should be screened depending on several parameters:

Custom fields of type date are now available.
You can create ad-hoc data input on applications to store temporal data specific to your needs. For example, you can have a field "Contract signature date" filled from your CRM via API and that is used as a risk parameter in your risk matrix.