We heard you. The 15 April update was a big one, and we know the changes to the dashboard, the new Contacts and Entities structure, and the updated request flow raised a lot of questions. Several firms asked us directly for training content, so we’ve put together a set of short help videos to get you up to speed.
Clients, Contacts and Groups
The biggest change explained. What Contacts and Entities are, why they’re separate, and how it all connects to ID verification and AML.
Dashboard Overview
Your requests are now in one consolidated view. See how to switch between Drafts, Follow-ups, and Actioned, plus sorting, filtering, and quick actions from the three-dot menu.
Onboard Your First Client
The updated request flow from start to finish – adding a Contact and Entity, selecting forms, attaching ID verification, customising the engagement letter, and sending it out.
Push Data to XPM
Syncing now works at the Entity level, not the Contact level. This video shows how to find the Entity, push it to XPM, and sync or merge with existing XPM records.
More on the way
These four videos cover the areas that generated the most support questions. We’re working on more, including guides for custom forms, ID verification, ethical clearances, and searching across contacts and clients. We’ll update the help centre as each one is ready.
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