On the Review Page, you can monitor the status of the information requests that you have sent. It contains a detailed overview of the information that you have requested from each of your clients’ entities.
Through the Review Page you can perform bulk actions and individual actions for the entities of the corporations that have accepted your invitation to join the CoorpID platform and send a general information request to all entities at once or individual information requests to the selected entities.
The Review Page helps you to keep track of all information requests that you have sent, enables you to send reminders to your clients and request more information. Or you can even add additional entities later. You will be able to reopen a review anytime and request whether the information is still applicable.
Our platform is self-explanatory, but sometimes you just want to follow some steps. For this, we created user guides and videos to help you further.