Kim-Marwin Reglin
- Total activity 76
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 40
Articles
Recent activity by Kim-Marwin Reglin-
How to install, set up, and use the Desktop Application to create case files
This article is a guide to the Penneo Desktop Application. What is the Penneo Desktop app? How to install the Penneo Desktop Application Download links Change the Desktop Application language...
-
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...
-
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...
-
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...
-
How to send a registered letter
Registered Letters is a function that allows you to send case files containing documents that do not need to be signed, only viewed. The case file can be followed up by looking at the log entry, to...
-
Why have some characters been replaced or have the wrong font, or are there special characters such as Æ, Ø, Å?
We recommend that all PDFs uploaded to Penneo be created in PDF/A or standard PDF format, as this ensures that Penneo can read the PDF file correctly. If you experience characters being replaced or...
-
What is the right format for social security numbers?
If you want to add a social security number in a case file in Penneo, you need to make sure that it is entered by the correct standard for the specific country. Format for social security number by...
-
How to change the name of a signer's role
When creating a case file, you have the option to change the name of the roles you select for the signers. This option may be useful in case, for example, you found a role that suits your signer in...
-
How the "Sign documents in a meeting" option works
The option 'Signing documents in a meeting' can be selected if you want the documents to be signed during a physical meeting. If you enable this feature, the signing requests/links will not be sent...
-
What documents can signers see?
In some situations, you might need to create a case file in which some of the documents need to be signed by some persons while other documents need to be signed by other persons. In such a case, y...