What are task versions?
Task versions have their own statuses, check results, and task notes. When a task is first created, there’s only one version. A new version of the task is created every time a task expires. To see a…
What are task expiry dates?
Learn how expiry dates are calculated, what happens when a task is nearing its expiry date, and what happens when the expiry date is reached.
Why do tasks pass automatically?
Learn why tasks pass automatically and how to see which checks are configured as Acceptance checks.
Add, review, and approve company associates
Learn how to use a verification list to onboard associates.
Edit company associates on a verification list
Learn how to edit officers, shareholders, trustees, and authorised persons on the verification list.