Help Center
Categories
- Getting started Set up your new Penneo account and find out how to manage users, data access, and more.
- Clients Learn how to onboard different types of clients, manage their documents, and more.
- Risk Assessment Learn how to perform a risk assessment and act according to the client’s risk level.
- Document Collection Collect the right documents and follow up on your documentation requests.
- Security & data rentention Manage documents and data, and set up retention periods and security settings.
- Integrations Learn about our integrations and how you can use Penneo KYC with other existing software.