How can we help you today?
< All Topics
Print

How to view a client's AML report

Step 1: Choose your client

This can either be a commercial or an individual client. Once you have selected the client, you are then able to view their details.

Step 2: View Details

When you client on 'view details', this will bring up a modal that holds your single source of truth for all things client information.

Step 3: Client Navigation

There are three tabs at the top which act as your navigation.

Tab 1: Personal Details

This is where all your client details are held along with the ability to make changes or re-run the check.

Tab 2: Document

This is where you will see the documents your client has uploaded

Tab 3: Reports

This is where your client's reports will be held

Step 4: Viewing the Report

You can view the report by clicking on the document button, and download it by clicking the blue button.

Table of Contents
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram