Knowledge base

Access and Navigation in Entities Module (2)

User Guide (1)

• How to navigate the Home

FAQ (1)

• How to Visualise the Recently Opened Entities ?

Companies (2)

User Guide (4)

• Create a company
• Set up currency preferences
• Create and Manage Perimeters

View all 4

FAQ (4)

• How to create a branch?
• How to create companies and branches in bulk?
• Company and branch table presentation

View all 4

Individuals (1)

User Guide (2)

• Create an individual
• Manage the individuals table

Mandates (2)

User Guide (1)

• Create and manage mandates

FAQ (1)

• How to create and manage Board/Committees?

Delegations (1)

User Guide (1)

• Create and Manage a Delegation (DOA)

Shareholding (2)

User Guide (1)

• Create and Manage Shares

FAQ (3)

• How to Perform a Merge Operation ?
• How to Perform a Share Split / Regroup ?
• How to lend shares?

Charts (1)

User Guide (1)

• Visualise and Export Org Charts

Activities (1)

FAQ (1)

• How to Track content Access (Admins) ?

Configuration (2)

User Guide (18)

• Understand the Roles : Administrators & Users
• Create and Manage User (Admins)
• Edit my profile as an Admin

View all 18

FAQ (3)

• How to change your phone number?
• How to create a report?
• How to create and manage conditional Fields ? (Admin)

Tasks (1)

User Guide (1)

• Create and Modify Tasks

Global Information (5)

Maintenance (3)

• Maintenance page
• Status page
• Incident Management

Support (2)

• Contact DiliTrust Support team
• How to use the Debug mode

Emails/Courriels (2)

• Platforms Notifications/Emails - Optimize their reception
• How to set up my email notifications?

Users deletion (Except CLM module) (1)

• What happens when you delete a user profile? (Except CLM module)

Authentication (2)

• SAML v2 Single Sign-On (SSO)
• User Provisionning - SCIM x Entra ID