Entering in a Client
Once one or more clients have been invited and accepted to join to be a part of your Portfolio, you will be able to access the information you need about them, review the flows completed by the client, consult the requested documentation, view the risk profile... To do this, follow the steps below:
- Go to Portfolios and select one of your Portfolios.
- Click on the client.
Inside your Clients
Once you have accessed the client's profile, you will be able to review the information that has been shared with you, as well as access his risk profile.
- Use the first group (Personal Details, Identity Documents, Contact Information and Residential Address) to view your client's shared personal information.
- In the second group, use Forms and Documents to check the Flows answered by your clients and their documents shared. Use the Risk Rating option to review the calculated risk impact that a client represents for your business.
- In the las block, use Audit Log to review activity in Simur related to the client. In the Generated Reports section, you can create a PDF document containing all relevant client information, documentation, and related materials. Finally, in Comments, you may add notes and observations about the client. This section also allows you to communicate with other team members and assign tasks. Click here to get more information about comments and Team Member's tasks.
Client's Forms
View a customer's responses to a workflow. To do this:
- Select the Forms section.
- Enter in the chosen Form.
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