Client Relay Overview

This is a walkthrough and provides an opportunity to learn more about Client Relay, designed to get you going and the best way to have a grip with all the functionality.

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Table of Contents:

Sign-up

Home and Controls

• User Account
• KYC/AML
• General Settings and Configurations
• Apps: Connection and Integrations
• Client & Contact
• Templates

Modules

• Workflows
• Proposal
• Questionnaires
• Invoices