AML360 Software

This article explains how you can easily keep on top of record keeping by making use of a case management register.

Access Case Management Register

Entering a Case Management file for tracking and reporting is easily achieved. Set priority level and responsible persons to the matter. Include deadline.

Entering a Case Management File

Reviewing and updating case notes is managed from the ACTIONS column.  All updates are tracked at user level, including date and time of entry.  Modify case points such as date…

Update Case Notes

Admin

The case management register can be used to raise a task or action then track and report progress.

Case Management

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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