When you log on to 2Shakes you will go to the Dashboard where you will see a table of all the Clients you have put into 2Shakes.
- Search Lets you search on some of the text in the client’s name
- Sort the table by selecting the button in the header of the table.
- Filter your search using the From and To Date to restrict your search to a specific date range. Use the tick boxes to select which status types you wish to include in your search.
- Selecting Client name will take you back to where you left off with that client.
- If the Client’s status is Draft , clicking on the client name will take you back to either the Add Signatories or People for Identity Verification screen.
- AML in Progress – awaiting ID verification to be completed.
- Signing in Progress – agreement has been sent for signing, you will be able to view who has or has not signed.
- AML Pending – awaiting beneficial owner checks and/or setting Due Diligence to Complete
- Signed – AML Pending – awaiting beneficial owner checks and/or setting Due Diligence to Complete and forms to be processed.
- If the client’s status is Complete, the agreement has been signed and/or Customer Due Diligence has been marked as complete.
Tips & Tricks
The Dashboard screen allows you to filter, search and drill down into your clients:
Duplicates: If you renew or change a client there can be multiple entries. Filter and sort to see which is the most up to date Version
Outstanding: Use the Status to identify what needs further action.
Renewals: You can sort and filter your clients to identify which need to be renewed.
Client Management: By clicking on a client name you go to their Management page, where you can see more information and carry out additional client actions.
Deleting Clients: You can delete any client in the Dashboard with a Draft status. Just click the bin icon next to Draft. To delete clients with a status of In Progress, click Revert to Draft from the client Management page, then you can delete the draft. Careful: Reverting to draft loses all progress beyond the Draft stage.
Didn’t find what you needed here?
- Contact us and can talk you through what you need to know (Mike@2shakes.co.nz or 021 0699535)
- Return to our Support Page