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A collection of user guides to help you navigate our platform.
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.
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.