SUPPORT PORTAL
Instructions for using DOKS
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Tunnistautumis- ja tietopyyntöjen lähettäminen massana
Tämän toiminnon avulla voidaan lähettää tunnistautumis- tai tietopyyntöjä suurelle asiakasjoukol... -
Customized instructional text for information requests
The information request can now include an alternative guideline text (Instructions) for the requ... -
Settings - Rates
Here you can check the valid agreement prices. -
Settings - Customized settings
- This address can be saved in the user’s browser favourites as a logging in page for the service... -
Whistleblower channels
Whistleblower channel is your organisation’s anonymous reporting channel for any suspicions of mi... -
Settings – KYC Clock
KYC clock - Here you can set up the default alarm time, which the service suggests when the KYC c... -
Settings - Background questions
Background questions Background question can be sent to a customer as information request, or the... -
Settings – Risk assessment categories
Risk assessment categories - If necessary, you can modify existing risk assessment categories and... -
Settings – Tasks
Tasks - Here you can create new tasks or modify existing ones, which are visible on all customer ... -
Settings – Attachments
Attachments - Here you can save general attachments which could be used with any customer, such a... -
Settings - Text templates
Text templates - you can modify existing and/or save new standard text templates which you can us... -
Settings – Data products
Data products - Here you can turn data products on and off and set default validity time to each ... -
Settings – Sanctions lists
Sanctions lists - Here you can see the monitored sanctions lists and can turn them on and off if ... -
Settings – Identification and signing methods
Identification and signing methods here you see all the signing and identification methods offere... -
Settings – Enabled features
Enabled features Here you can switch on and off the program’s functions and tools. Remember to co... -
Settings – Warning settings
Warning settings From the warning settings you can choose which type of warnings they want to be ... -
Settings – External visibility settings
External visibility settings - You can change the colour palette to match your company’s colour s... -
Settings – E-mail settings
E-mail settings You can add your company’s name as the sender’s name. This appears as the sender’... -
Settings – Archiving settings
Archiving settings Set a desired archiving time and save. The Money Laundering Act stipulates tha... -
Settings - Logo
Logo - Save your company’s logo if it has not been saved yet. The logo is visible in the requests... -
Settings – Privacy statement
Privacy statement - Add a privacy statement and save. A privacy statement is automatically availa... -
Settings - Teams
Teams The purpose of teams is to facilitate situations in which the aim is to create access to a ... -
Settings – Users
Users As an administrator, you can add new users or modify user rights here. Adding a new user ... -
Settings – Company information
Company information Check that the contact details are correct. Under the column “Company descrip... -
Settings
Basic settings and preliminary preparations Open the main Menu on top left corner and choose Sett... -
Support request
You will find DOKS-Support portal by choosing Open support portal in the DOKS main Menu. Here you... -
Archive
In Archive under the main Menu, you find all archived customers/customer cards. The Archive displ... -
Individual sanctions list query
In the system, you can also produce a sanctions list query on an individual company or private pe... -
Warnings
Information about new warnings is shown on the display as you sign into the service. - “Warnings”... -
Search
In DOKS you can search customers in many ways. - On the right upper corner of the Homepage you ca...