Notes & Files - 2shakes
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.

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