Upload a Client Draft

Efficient Management of the Draft Function in the Platform

The draft function is a useful tool for companies managing multiple clients on the platform. This feature allows you to upload customer information collectively and efficiently, saving time and ensuring a structured process.

How to Use the Draft Function

To set up a draft, follow these steps: 1. Go to Upload Draft and download the blank template from either Company Templates or Personal Templates. 2. Open the downloaded template and fill in the required information for each customer: - Company CVR number - Company name - A representative and their email address - A client manager's email address 3. Save the completed template and upload it directly from your files. If the same person will be the client manager for all customers, you can enter the same email address throughout the template. “Upload Draft”. Here you will find a template that shows how a draft should be filled out. It is important to include the following information in the template:

• Company CVR number

• Company name

• A representative and their email address

• A client manager’s email address

If the same person will be the client manager for all customers, you can enter the same email address throughout the template.

Once the template is completed, it can be downloaded from either “Company Templates” or “Personal Templates” and then uploaded directly from your files.

How to review and edit drafts

After uploading the draft, it will appear in the system where you can see the customers added. From here, you can:

• Edit basic data by clicking the pencil icon

• Delete individual customers or the entire draft

• Use the search function to find specific customers by name, CVR number, or representative

• Apply filters to sort customers by relevant criteria

Creating Customers from the Draft

To create customers from the draft, follow these steps: 1. Click the icon with a small person and a plus sign next to the customer you want to create. 2. On the Create Client page, select the client type: company, sole proprietorship, or holding company. 3. Confirm the client manager, who is pre-selected based on the email address in the template. 4. Select the relevant service for the customer. 5. If real CVR numbers are used, the system automatically retrieves the company's basic data and ownership information from public registers, populating all relevant fields automatically. 6. Add multiple owners if needed, using the same settings as when creating new clients from scratch. You will then be guided to the “Create Client” page, where you select the client type, e.g., company, sole proprietorship, or holding company.

The client manager will already be selected based on the email address in the template. It is also important to choose the relevant service for the customer.

If real CVR numbers are used, the system will automatically retrieve the company’s basic data and ownership information from public registers. This ensures that all relevant information is in place without manual entry. Multiple owners can be added with the same settings as when creating new clients from scratch.

Final Adjustments and Risk Assessment

Before completing the creation, review and adjust any general settings required for the customer - such as notification preferences, access permissions, and default service configurations. Once saved, the customers are created and the risk assessment is finalised when their responses are received.

Admin Center for Advanced Settings

For users with administrator access, there are additional settings available in the Admin Center. Here you can find guides and videos on how to customize general platform settings. These resources are especially useful for those making more comprehensive configurations.

By using the draft function optimally, you ensure a streamlined and efficient client creation process, freeing up time for other important tasks within the company.