Client File activity log
View all workflows of a client or party in one overview with the new Client File functionality: the activity log. The activity log shows both active and completed workflows. Open workflows, such as a risk assessment or an identification, can be executed directly from the activity log. Completed workflows can also be viewed in detail thanks to the audit trail. We’d love to hear your thoughts on this change, so feel free to share your feedback with our Customer Success team.
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