2 S H A K E S

Effortless Onboarding & AML CDD

The Notes & Files button shows through out the sign up screens to allows you to record any additional notes or upload any references files against your client agreement. This can be used before, during and after the client signs up.

Troubleshooting

Like many web based applications, it is important that you operate 2Shakes in a single tab in your browser. If multiple tabs are detected when uploading files, you’ll be prompted to continue to the latest bundle opened or to return to the dashboard.

If you are unsure of any part of the process, or need further information, please either contact the organisation you are dealing with or email support@2shakes.co.nz.