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Getting to know the DocFox Software

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User Access Roles

Table to show the different user roles Add a new user User Access roles are decided during the initial Onboarding Process once you signed on

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DocFox Dashboard

Once you have successfully logged into your DocFox account you will land on the Dashboard, where you will see all applications that have been loaded.

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Documents in DocFox

Upload Documents in DocFox Depending on the way that your company environment is configured, there will be a set of Required and Optional documents to

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Add-on Features

Simplified Individual & Juristic Entity onboarding Simplified Individual and Juristic entity onboarding provides a more streamlined end-to-end onboarding experience for your client and a less

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DocFox Glossary of Terms

Officer: A user with full access and full visibility within the DocFox system. This user is able to final Approve and Delete applications. Inviter: A user with limited access and visibility within the DocFox system.

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User Access Roles

Table to show the different user roles Add a new user User Access roles are decided during the initial Onboarding Process once you signed on with DocFox. In order to add a new user, you

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DocFox Dashboard

Once you have successfully logged into your DocFox account you will land on the Dashboard, where you will see all applications that have been loaded. A user with Officer access will be able to view

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Create a New DocFox Application

How to create a new application in DocFox In order to create an application, please see the below steps: Click ‘Add Customer’. Select the Client/Entity Type you would like to add. Enter the Client’s profile

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3rd Party Data Verification

Once you have created an application the 3rd Party Data is returned using the identifying numbers entered on the profile e.g. ID / Registration number. The data is then displayed in the below sections of

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Documents in DocFox

Upload Documents in DocFox Depending on the way that your company environment is configured, there will be a set of Required and Optional documents to upload. These document types will vary depending on which Entity

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Watchlist and Adverse Media Screening

There are several internationally recognised sanctions and other screening ‘lists’ that exist. These lists are governed by various intergovernmental and international bodies, such as the the United Nations (UN), The Office of Foreign Asset Control

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Risk Rating your client

DocFox offers the ability for you to risk rate your client. Your Risk Rating Framework is designed to ensure that all your clients are risk-rated according to the same rules. DocFox standardises the process across

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Verify your client’s bank account

Bank Account Verification is not enforced by the FIC, however, it is prudent to ensure that the bank account you are paying money into, or collecting from, is correct and valid. You can mitigate financial

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PDF Summary for an application

The PDF Summary is a consolidated document that summarises your client’s application. It is white-labelled with your company branding and can be generated and downloaded at any point of the application journey.  It is important

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Audit Trail of an application

The Audit Trail allows for you to track all activity on a specific application. You are able to see what actions have taken place on an application and by whom. You can leave comments alongside

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Add-on Features

Simplified Individual & Juristic Entity onboarding Simplified Individual and Juristic entity onboarding provides a more streamlined end-to-end onboarding experience for your client and a less admin-intensive process for your internal teams. Send a branded email

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You are being redirected to the DocFox App Login. Click ‘Continue’ to proceed to the DocFox App or ‘Cancel’ to stay on this website”.

Attend Our Upcoming Webinar