Effortless Onboarding & AML CDD
If a document changes it creates a new version. If there is more than one version, the last approved (signed) document is (normally) the version that legally applies. When documents are viewed and undergo changes it is important to control versions to ensure the most up to date version can be identified. 2Shakes supports version control by:
2Shakes uses the following status types.
If you renew or change an agreement there will be multiple versions of the agreement. Search by the client name to show all the records. Use the date filter to see which is the most up to date version.
Outstanding or requiring action: Use the Status tick boxes to select the types of Agreement you want to search for.
Agreement Details: By clicking on a client name you can drill further into an agreement. This can show you more details on the agreement and allow you to upload it to Xero Practice Manager or download the details to a CSV.
2Shakes creates a log of all actions taken by users on our system. This log can be used to provide technical support to users and to ensure our systems are in a healthy state of operation.
2Shakes complies with NZ Electronic Transactions Act 2002 standards for the use of electronic signatures, as well as being accepted by New Zealand Government departments including Inland Revenue (IRD), Accident Compensation Corporation (ACC) and Companies Office.
2Shakes retains a log file that identifies the sender each time an electronic signature is provided. Where allowed legally (in compliance with our terms of Privacy) 2Shakes can provide details of our log and audit files.
You can use the sort and filter functions to identify agreements that are ready to be Renewed.