SUMMARY
Join a Company account
1. Open the invitation email sent to you by your administrator.
2. Click on Create my account.
3. Create a password and confirm password.
- It should have 8 characters, including a capital letter and a special character.
4. Click on Create new password.
5. Select choice of 2FA:
- Use Wecan Connect (recommended) as a 2FA. Learn more
- Use an alternative 2FA. Learn more
6. Click on Continue.
🖥️ Follow the on-screen instructions to set the selected 2FA method.
✅ Congratulations! You've just logged on to Wecan Connect, the Wecan Suite messaging application.
7. To access Wecan Comply, open the product menu at the top right of your screen.
8. Create and confirm a second password, in order to enhance security.
- It should have 8 characters, including a capital letter and a special character.
9. Click on Generate.
10. Click on Validate.
⌛ Wait for your administrator to give you access to your company's various Vaults.
Once your administrator has set up access, you can simply refresh your page to access Wecan Comply.
If you are no longer on the page, connect to your account URL:
https://your-company-name.wecancomply.ch/ (this is an example)
Fill & Edit Versions
Adding a Version
1. Go to a Form Collection or in All Forms.
2. Click on Versions tab.
3. Click on Fill & Share tab (this is the default page).
4. Click the + Add Version button.
5. Choose a name.
6. Optional: Choose the validation workflow ; please note that this option is not always available. Sometimes the validation workflow is enforced, and in that case, you cannot choose it; it is imposed.
7. Optional: If the form is eligible, you can decide which vault to store your responses in, either by choosing an existing vault or by creating a new one. If your form is not eligible for vault selection, the answers to the questions will be stored in the "Main vault."
8. Click on Add version button.
Editing a Version
1. Go to a Form Collection or in All Forms.
2. Click on Versions tab.
3. Click on Fill & Share tab (this is the default page).
4. Click on a Version to open it.
5. Click on Edit button
6. Expand category (ex: Information) to display items.
7. Fill items.
8. Click on Save button.
9. Click on Stop editing button.