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Wecan Comply

Wecan Comply

Everything you should know about Wecan Comply

Getting started with Wecan Comply

Wecan Comply product overview

Join a Company account and first step on the platform.

How do I connect to my Wecan Comply account?

Banks

Fill and share a disclaimer with your EAMs

Review and validate the Signature Cards of your EAMs

Request Signature Cards update to your EAMs.

How to conduct a compliance review

External Asset Managers

Create and share Signature Cards with my banks

How to validate a disclaimer received by a bank

Admin settings

Manage Wecan Comply users

Manage Templates

Manage Workflows

Manage Groups

Download your Emergency Kit

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Versions & Forms

Create, Edit, and Validate Versions

Create, Edit, Request, Receive, and Validate Forms

Export data outside of Wecan Comply

Network & Relations

Relations management

Assign a Relation Manager to a relation

Vaults

Manage Main Vault

Manage Sub-vaults

Watchtower, Tasks & Activities

Watchtower: explanation and best practice

Tasks: explanation and best practice

Activities: explanation and best practice

FAQ

How do I recover my passwords?

What is the difference between a Template, a Version and a Form?

What defines that I can either Share or Request a Template?

What is the difference between the Main Vault and the other Vaults?

Why do I need to retrieve my relation's information before I can share?

Can I add new Vaults to my account?

How do I know if my Forms has been shared to a relation?

What is the list of Business Types and who can trade with whom?

How to see question not requested by Relation in a Form?

How to delete data on Wecan Comply?

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