
1. Navigation
1.1. Common
1.1.1. Dashboard
1.1.2. Alerts
1.1.3. Contacts
1.1.4. Companies
1.1.5. Claims
1.1.6. Search
1.1.7. Profile
1.2. Publications
1.2.1. Export
1.2.2. Documents
1.2.3. News
1.3. Platform management
1.3.1. Users
1.3.2. Settings
2. Dashboard
2.1. KPI's by user
2.1.1. Recent claims
2.1.2. Recent users
2.2. Quicklinks by user
2.2.1. What are you looking for ?
2.2.1.1. Filters
2.2.1.1.1. Keywords
2.2.1.1.2. Most used tags
2.2.1.1.3. Type of result
2.2.1.1.4. Date
2.2.1.1.5. Status
2.2.1.2. Results
2.2.1.2.1. Claims
2.2.1.2.2. Contacts
2.2.1.2.3. Alerts
2.2.2. New document
2.2.3. New news
3. Alerts
3.1. Unique ID
3.2. Name
3.3. Fraud date
3.4. Alert frozen
3.5. Status
3.5.1. Active
3.5.2. Inactive
3.6. Descriptions
3.6.1. Summary
3.6.2. Transaction page
3.6.3. Add claim page
3.6.4. If registrations are closed
3.6.5. View claim page
3.6.6. Investor information page
3.6.7. If payment is not required
3.6.8. If documents are not required
3.6.9. Terms and conditions
3.6.10. Required documents for ...
3.6.10.1. ... retails
3.6.10.2. ... institutionals
3.6.11. "Conditions precedent" info-button
3.7. User application
3.7.1. Availability
3.7.1.1. Retails
3.7.1.2. Institutionals
3.7.1.3. All
3.7.1.3.1. Field "financial institution" activated?
3.7.2. Conditions precedent
3.7.3. Payment not needed
3.7.4. Date of end of registration
3.7.5. Additional required documents from users
3.7.5.1. Title
3.7.5.2. Explanation
3.7.6. Mail templates
3.7.6.1. Upon registration
3.7.6.2. Attached documents
3.8. Documents
3.8.1. General Terms and Conditions (document)
3.8.2. Contract (document)
3.8.3. Privacy Statement (document)
3.9. Customer fee
3.9.1. Fee definition
3.9.1.1. Fixed standard fee
3.9.1.2. Based on number of financial instruments
3.9.1.2.1. Optional segmentation
3.9.1.3. Based on investment
3.9.1.3.1. Optional segmentation
3.9.2. Financial assets
3.9.2.1. Fee by asset
3.9.2.2. Available encoding currency
3.9.2.2.1. EUR
3.9.2.2.2. USD
3.9.2.2.3. CHF
3.9.2.2.4. DKK
3.9.2.2.5. GBP
3.9.2.2.6. YEN
3.9.3. Payment methods
3.9.3.1. Transfer
3.9.3.2. Online
3.10. Tags
4. Contacts
4.1. Filters
4.1.1. Keywords
4.1.1.1. ... as name
4.1.1.2. ... as email
4.1.1.3. ... as unique ID
4.1.1.4. ... as address component
4.1.1.5. ... as company name
4.1.2. By Alert
4.1.3. Tags
4.2. Sort
4.2.1. ... by unique ID
4.2.2. ... by name
4.2.3. ... by company
4.2.4. ... by email
4.2.5. ... by city
4.3. Contact
4.3.1. Unique ID
4.3.2. Name
4.3.3. Company name
4.3.4. Email
4.3.5. Address
4.3.6. Details
4.3.6.1. Name
4.3.6.2. Email
4.3.6.3. Cellphone
4.3.6.4. Phone
4.3.6.5. Address
4.3.6.5.1. Address street
4.3.6.5.2. Postal code
4.3.6.5.3. City
4.3.6.5.4. Country
4.3.6.6. Company (optional)
4.3.6.7. Type
4.3.6.7.1. Retail
4.3.6.7.2. Institutional
4.3.6.7.3. DAMS
4.3.6.8. Relationships
4.3.6.8.1. Add relationship
4.3.6.9. Tags
4.3.6.10. Credentials
4.3.6.10.1. Login
4.3.6.10.2. Password
4.3.6.10.3. Status
5. Companies
5.1. Filters
5.1.1. Keywords
5.1.1.1. ... as name
5.1.1.2. ... as unique ID
5.1.1.3. ... as email
5.1.1.4. ... as address component
5.1.1.5. ... as member name
5.1.2. Tags
5.2. Sort
5.2.1. ... by unique ID
5.2.2. ... by title
5.2.3. ... by email
5.2.4. ... by phone
5.2.5. ... by city
5.3. Company
5.3.1. Title
5.3.2. Email
5.3.3. Phone number
5.3.4. Address
5.3.5. Details
5.3.5.1. Unique ID
5.3.5.2. Title
5.3.5.3. Email
5.3.5.4. Phone number
5.3.5.5. Fax number
5.3.5.6. Address
5.3.5.6.1. Address street
5.3.5.6.2. Postal code
5.3.5.6.3. City
5.3.5.6.4. Country
5.3.5.7. VAT number
5.3.5.8. Members (contacts)
5.3.5.8.1. Position
5.3.5.8.2. Is legal representative ?
6. Claims
6.1. Filters
6.1.1. Keywords
6.1.1.1. ... as name of the investor
6.1.1.2. ... as name of the legal representative
6.1.1.3. ... as name of the creator
6.1.1.4. ... as unique ID
6.1.1.5. ... as alert ID
6.1.2. Tags
6.2. Sort
6.2.1. ... by unique ID
6.2.2. ... by alert
6.2.3. ... by creator
6.3. Claims list
6.3.1. Status
6.3.1.1. Global activation
6.3.1.1.1. Active
6.3.1.1.2. Frozen
6.3.1.1.3. Archived
6.3.1.2. Financial
6.3.1.2.1. Pending
6.3.1.2.2. Paid
6.3.1.3. Contract
6.3.1.3.1. Pending
6.3.1.3.2. Signature received
6.3.1.4. Required documents
6.3.1.4.1. Pending
6.3.1.4.2. Received
6.3.2. Documents
6.3.3. Management
6.3.3.1. Manager (Contact)
6.3.3.2. Financial institution (Contact with company)
6.3.4. Beneficiary
6.3.4.1. Owner (Contact)
6.3.4.2. Legal representative (Contact)
6.3.5. Alert
6.3.6. Unique ID
7. News
7.1. Filters
7.1.1. Keywords
7.1.1.1. ... as title
7.1.1.2. ... as tag
7.1.2. ... by alert
7.1.3. ... by date
7.1.3.1. Period starts ...
7.1.3.2. Period ends ...
7.2. Sort
7.2.1. ... by title
7.2.2. ... by date
7.3. News
7.3.1. Date
7.3.2. Title
7.3.3. Tags
7.3.4. Details
7.3.4.1. Date
7.3.4.2. Title
7.3.4.3. Content
7.3.4.4. Alert
7.3.4.5. Tags
8. Documents
8.1. Filters
8.1.1. Keywords
8.1.1.1. ... as name
8.1.1.2. ... as unique ID
8.1.1.3. ... as user name
8.1.2. Tags
8.1.3. Type
8.1.3.1. Image
8.1.3.2. PDF / Word
8.2. Document
8.2.1. Type
8.2.2. Name
8.2.3. Weight
8.2.4. Date
8.2.5. Owner (User)
8.2.6. Tags
8.3. Importation
8.3.1. File selection
8.3.2. Name
9. Search
9.1. Filters
9.1.1. Keywords
9.1.1.1. ... as name
9.1.1.2. ... as email
9.1.1.3. ... as unique ID
9.1.1.4. ... as address component
9.1.1.5. ... as company name
9.1.1.6. ... as tag
9.1.2. Most used tags
9.1.3. Type of result
9.1.3.1. Alerts
9.1.3.2. Contacts
9.1.3.3. Claims
9.1.4. Date
9.1.4.1. Period starts ...
9.1.4.2. Period ends ...
9.1.5. Status
9.1.5.1. Active
9.1.5.2. Inactive
9.2. Sort
9.2.1. ... by name
9.2.2. ... by unique ID
9.3. Results
9.3.1. Claims
9.3.1.1. Related contacts
9.3.1.2. Related alert
9.3.2. Contacts
9.3.2.1. Related claims
9.3.3. Alerts
9.4. Export
9.4.1. ... choose settings
10. Export
10.1. Exportation settings
10.1.1. Type of contents
10.1.1.1. Alerts
10.1.1.2. Claims
10.1.1.3. Contacts
10.1.1.4. Users
10.1.1.5. Documents
10.1.2. Date
10.1.2.1. Period starts ...
10.1.2.2. Period ends ...
10.1.3. Columns selection
10.1.3.1. ... preselected
10.1.3.2. ... freely
10.1.4. File format
10.1.4.1. Excel list
10.1.4.2. Separate in single-ZIP
10.2. Download Queue
10.2.1. Download request
10.2.1.1. File
10.2.1.2. Date
10.2.1.3. User
11. Settings
11.1. Notifications
11.2. Translations
11.3. Custom fields
11.4. Tags / Categories
11.5. Financial assets definitions
11.5.1. Title