Create your own templates and experience an optimised flow when creating clients
Our newest release improves the flow you're going through when creating new clients. We have also added a feature where you can create client templates, giving you more control of the entire process.
How to create a client
See the new step-by-step procedure for creating clients - from client type to document requirements. The process recently had a little makeover, giving you more options for adapting the process to your workflows.
Create your won client templates
With client templates you control how users create new clients, depending on the rules you have set up. See a thorough walkthrough of how to create templates, so you can make your own streamlined processes.
Lad os simplificere dit compliance arbejde
Compliance er omstændeligt, men nødvendigt. Vi hjælper dig i mål med opgaven på en simpel og effektiv måde, så du har tid til andre værdifulde opgaver.
