> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/interactive-guides.md).

# Interactive Guides

## Getting Started

### <i class="fa-bolt">:bolt:</i> Navigate Trustform

<mark style="color:$info;">Learn how to navigate and use the Accounts Account profile and find key client information.</mark>

{% embed url="<https://app.arcade.software/share/xWlwvatUzWIuCRaNyTKh>" %}

### <i class="fa-folder-gear">:folder-gear:</i> Admin Management

<mark style="color:$info;">Learn how to manage your team in Trustform – invite new users, define their capabilities, and keep accounts secure with two-factor authentication.</mark>

{% embed url="<https://app.arcade.software/share/z42toQR0HAhigzpeNT4P>" %}

### <i class="fa-wrench">:wrench:</i> Data and Settings

<mark style="color:$info;">Learn how to export client data and monitor TrustForm’s service status to stay informed and in control.</mark>

{% embed url="<https://app.arcade.software/share/NVFD7k3U1JNWXqU78Ocs>" %}

***

## Onboarding and Checks

### <i class="fa-user-plus">:user-plus:</i> Onboard new clients

<mark style="color:$info;">Learn how to add and manage client data, creaie profiles, and start verification processes.</mark>

{% embed url="<https://app.arcade.software/share/3EX4396nQyR2Oixg17Fz>" %}

### <i class="fa-octagon-check">:octagon-check:</i> KYC/AML checks

<mark style="color:$info;">Learn how to use TrustForm to screen, verify and monitor clients as part of your KYC and AML process.</mark>

{% embed url="<https://app.arcade.software/share/hx8ZYzoszU5zNuZONwUU>" %}

### <i class="fa-sidebar">:sidebar:</i> Customer Risk Assessment

<mark style="color:$info;">Learn how TrustForm automatically calculates and assigns client risk levels.</mark>

{% embed url="<https://app.arcade.software/share/fwglIzCvpw3GAdkTiWIr>" %}

### <i class="fa-list-check">:list-check:</i> Review Management

<mark style="color:$info;">Learn how to send for review and verify client accounts, stay informed through notifications and explore ownership structures in TrustForm.</mark>

{% embed url="<https://app.arcade.software/share/hUo6r2nPd5xmoKo6zcrv>" %}