Here is some news related to our most recent feature release Enter our brand new Home page Our new Home page is the default page which shows up after you login. It features: A list of tutorials (you can always hide them if you no longer need them – they will always be available via […]
Our Workflows now have AML checks, questionnaires, and configurable statuses
Our workflow engine is getting bigger and better. We have just added three new features that help you automate complex workflows 1. AML checks Wouldn’t it be nice to securely ask your clients to go through their AML checks rather than you having to ask them for passport copies and re-typing their data into a […]
Customise your portal tabs
Our customisation capabilities of portals just got much better. You can specify your own labels on tabs as well as their order for each Portal Group. The new option currently lives Portal Group settings, in General tab: The page that opens up will show you all available tabs on the left and all enabled […]
Workflows 2.0 have arrived
We have just launched a new feature that is available in all client portals: the ability to design and share document workflows that clients can go through in a structured manner. This is particularly useful if you would like your client to sign or view several documents in one go. You control the name of […]