Kim Reglin
- Total activity 72
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Activity overview
Latest activity by Kim Reglin-
Kim Reglin created an article,
Which browsers can be used with Penneo KYC?
We recommend using the latest version of these fully compatible browsers when working in Penneo KYC to avoid any issues: Google Chrome Firefox Microsoft Edge Safari Compatible browsers on a mob...
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Kim Reglin created an article,
Set up automatic email reminders for clients
This feature removes the need for sending manual reminders to clients. Once activated, clients will automatically receive email reminders if there are any unfulfilled goals. Reminders are sent ever...
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Kim Reglin created an article,
How to utilize your client relationship overviews
This is a paid feature. If you cannot access this feature per the instructions below, please reach out to your account manager or our sales department at sales@penneo.com. The client relationship o...
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Kim Reglin created an article,
How can I check how many client relationships I've used?
In the menu, click on Settings, and you will see the data about Usage. In the example below, 3 client relationships have been created out of the 150 included in the subscription. Therefore, 147 mor...
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Kim Reglin created an article,
How do I set up the system so that it looks like my customers are contacted via my own email address and not via Penneo KYC?
First, you need to create a separate email address in your email service. This account is to be used solely to send inquiries via Penneo KYC. Next, in Penneo KYC, navigate to Settings > Advanced Se...
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Kim Reglin created an article,
Penneo KYC: Archive
The archive in KYC is for storing client relationships that you are no longer actively working on. Please note that it is only users with the permission "Can delete knowledge nodes" who will be abl...
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Kim Reglin created an article,
Penneo KYC: User access permissions
At the moment, all system users have access to the same overview / dashboard - and, therefore, the same data and clients. We have implemented access settings in the system which can be found under...
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Kim Reglin created an article,
How to create new users in Penneo KYC
In the lower-left corner, press the Settings gear and then press Users. At the top of the tab that appears, click on Create user. On the tab on the right, you can type the new user’s information an...
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Kim Reglin created an article,
Log in with Microsoft and Google credentials
When enabling logging in with Microsoft or Google credentials, administrators of the Penneo account can limit access to the KYC product to users who have a Microsoft or Google company account. Ther...
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Kim Reglin created an article,
Webinar: Forms in Penneo Sign
In this webinar, we will go through How to create a new form template How to make updates to existing form templates How to locate completed forms You can watch the recording below.