A collection of user guides to help you navigate our platform. Or get in touch with our team for live assistance.

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Guides to get you started

Overall user guide

A step-by-step guide to help you get started on our platform.

Adding and removing a profile user

Learn how to add or remove a user and manage user permissions.

Uploading and Deleting Documents

How to upload or remove documents on your profile.

Changing settings and forgotten passwords

Passwords, security questions and setting up Google Authenticator.

Evidence requirements

A guide on the types of documentation that will be accepted as evidence on your profile.

Guides to help you with the technical parts

Due Diligence guide – Individual

Steps to complete the due diligence section of your profile for an individual.

Due Diligence guide – Entity

Steps to complete the due diligence section of your profile for an entity.

Declaration and reconfirming the Declaration

How to sign the declaration on your profile to confirm the evidence given is true and accurate.

Guide to Certification of Documents

A step by step guide on digital certification for your uploaded documentation.