Managing profiles

Dashboard management

TABs for Property

How to use Tab feature to manage profiles

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Written by Customer Support

Updated 1 month ago

Reject an item

How to reject a submitted document or item of information

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Written by Customer Support

Updated 6 months ago

Edit a Profile Template

How to edit the list of data or documents you want to request from clients and customer

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Written by Customer Support

Updated 8 months ago

Add T&C to Profile Requests

How to attach a T&C document to be accepted by any profile respondant before uploading data

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Written by Customer Support

Updated 11 months ago

AI Assistant

How to use the AI Assistant to search profiles

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Written by Customer Support

Updated 4 months ago

Managing profiles

How to add documents, comments and assign a profile within your team

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Written by Customer Support

Updated 1 year ago

Change User Name

How to change the dashboard user name associated with your login email

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Written by Customer Support

Updated 2 years ago

Create a Poll

How to send a yes/no poll to applicants

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Written by Customer Support

Updated 2 months ago

View Profiles with a Verified Name

What does it mean to see an applicant is IBAN verified

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Written by Customer Support

Updated 2 years ago

Copy Message

Copy and include messages in the PDF report

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Written by Customer Support

Updated 2 years ago

Create Labels

How to create and assign labels to help manage your profiles

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Written by Customer Support

Updated 2 years ago

Limit of Open Profiles

There is a limit, depending on your plan, on the number of open profile requests you can keep on the Open tab in your dashboard.

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Written by Customer Support

Updated 2 years ago

Additional Item

Requesting an additional item

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Written by Customer Support

Updated 2 years ago

Close Profile Data Request

How and when to close a profile

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Written by Customer Support

Updated 2 years ago

Managing Profiles

Dashboard management

TABs for Property

Reject an item

Edit a Profile Template

Add T&C to Profile Requests

AI Assistant

Managing profiles

Change User Name

Create a Poll

View Profiles with a Verified Name

Copy Message

Create Labels

Limit of Open Profiles

Additional Item

Close Profile Data Request

Viewing or Meeting

Create Viewing/Meeting

Cancel a Viewing/Meeting