# User Guide

## About Trustform

- [Developer Platform](https://docs.trustform.io/guide/home/readme.md): Welcome to your team’s developer platform

## Trustform User Guide

- [Welcome](https://docs.trustform.io/guide/readme.md)
- [Interactive Guides](https://docs.trustform.io/guide/interactive-guides.md): Here you will find all interactive video guides only – no text documentation, just clear visual walkthroughs of how to use Trustform.
- [Navigate Trustform](https://docs.trustform.io/guide/getting-started-and-settings/quickstart.md): Learn how to navigate and use the Accounts  Account profile and find key client information.
- [Top navigation Bar](https://docs.trustform.io/guide/getting-started-and-settings/quickstart/top-navigation-bar.md): Learn how to navigate the Trustform platform – including the main menu, notifications, and user settings located in the top bar.
- [Accounts page](https://docs.trustform.io/guide/getting-started-and-settings/quickstart/accounts-page.md): Learn how to view, filter, and manage client accounts in Trustform, customise the table layout, and organise columns to suit your needs.
- [Account profile](https://docs.trustform.io/guide/getting-started-and-settings/quickstart/account-profile.md): Learn how to navigate the Account profile and find key client information.
- [Navigating through Associations](https://docs.trustform.io/guide/getting-started-and-settings/quickstart/navigating-through-associations.md)
- [Admin Management ](https://docs.trustform.io/guide/getting-started-and-settings/admin-management.md): Learn how to manage your team in Trustform – invite new users, define their capabilities, and keep accounts secure with two-factor authentication.
- [User Capabilities in Trustform](https://docs.trustform.io/guide/getting-started-and-settings/admin-management/user-capabilities-in-trustform.md): Learn about user roles and capabilities that define the level of access each team member has.
- [Invite Users](https://docs.trustform.io/guide/getting-started-and-settings/admin-management/invite-users.md): Learn how to add and manage users in your Trustform account.
- [Two-Factor Authentication (2FA)](https://docs.trustform.io/guide/getting-started-and-settings/admin-management/two-factor-authentication-2fa.md): Learn how to protect your Trustform account with two-factor authentication.
- [Data and Settings](https://docs.trustform.io/guide/getting-started-and-settings/data-and-settings.md): Learn how to export client data and monitor TrustForm’s service status to stay informed and in control.
- [Export Data](https://docs.trustform.io/guide/getting-started-and-settings/data-and-settings/export-data.md): Learn how to export essential client data from Trustform in a downloadable file.
- [Status Page](https://docs.trustform.io/guide/getting-started-and-settings/data-and-settings/status-page.md): Learn how to monitor Trustform service availability and subscribe to status updates.
- [Onboarding new clients](https://docs.trustform.io/guide/onboarding-and-reviewing/editor.md): Learn how to add and manage client data, create profiles, and start verification processes.
- [Adding Accounts](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-accounts.md): Learn how to manually add a new client account and start the onboarding process in Trustform.
- [Adding Relationships](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-relationships.md): Learn how TrustForm helps you manage all entities and stakeholders connected to an applicant in a structured and compliant way.
- [Adding Attorneys](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-attorneys.md): Learn how to add and manage individuals or entities authorised to act on behalf of the applicant in Trustform.
- [Adding Nominated Accounts](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-nominated-accounts.md): Learn how to add a nominated bank account to an applicant’s profile in Trustform to ensure all banking details are properly documented and compliant.
- [Setting Account IDs](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/setting-account-ids.md): Learn how to assign a unique external identifier (UUID) to an account in Trustform to enable API access and ensure smooth data integration.
- [KYC/AML checks](https://docs.trustform.io/guide/onboarding-and-reviewing/kyc-aml-checks.md): Learn how to use TrustForm to screen, verify and monitor clients as part of your KYC and AML process.
- [Background check](https://docs.trustform.io/guide/onboarding-and-reviewing/kyc-aml-checks/background-check.md): Learn how to perform a screening on an applicant or a related entity directly in Trustform.
- [ID verification](https://docs.trustform.io/guide/onboarding-and-reviewing/kyc-aml-checks/id-verification.md): Learn how to verify a client’s identity document in Trustform as part of the due diligence process.
- [Instant check](https://docs.trustform.io/guide/onboarding-and-reviewing/kyc-aml-checks/instant-check.md): Learn how to perform an instant KYC/AML screening at any time in Trustform.
- [Monitoring](https://docs.trustform.io/guide/onboarding-and-reviewing/kyc-aml-checks/monitoring.md): Learn how to view monitoring results for active clients and review new matches detected by Trustform.
- [Customer Risk Assessment](https://docs.trustform.io/guide/onboarding-and-reviewing/risk-assessment.md): Learn how TrustForm automatically calculates and assigns client risk levels.
- [Automatic risk assessment](https://docs.trustform.io/guide/onboarding-and-reviewing/risk-assessment/automatic-risk-assessment.md): Learn how Trustform automatically calculates a client’s risk level during the onboarding process.
- [Managing CRA templates](https://docs.trustform.io/guide/onboarding-and-reviewing/risk-assessment/managing-cra-templates.md): Learn how to upload and manage CRA templates used for automated risk assessment during client onboarding in Trustform.
- [Review Management](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management.md): Learn how to send for review and verify client accounts, stay informed through notifications and explore ownership structures in TrustForm.
- [Notifications](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/notifications.md): Learn how to stay informed about important events in Trustform with system notifications – both inside the platform and via email.
- [Send Account for Review](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/send-account-for-review.md): Learn how to send a client account for review.
- [Review clients](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/review-clients.md): Learn how to review and verify clients accounts directly in Trustform.
- [Ownership Structure](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/ownership-structure.md): Learn how to view and explore the ownership structure of a client account to understand all related entities and their relationships.
- [Passport Expiration Date](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/passport-expiration-date.md): Learn how to track and manage passport expiry dates for client Profiles in Trustform.
- [Periodic KYC Review](https://docs.trustform.io/guide/onboarding-and-reviewing/review-management/periodic-kyc-review.md): Learn how to track and manage periodic KYC reviews for client Profiles in Trustform.
- [Case management](https://docs.trustform.io/guide/client-management/case-management.md): Learn how to request additional data or documents directly from clients within TrustForm.
- [Case Attributes](https://docs.trustform.io/guide/client-management/case-management/case-attributes.md): Learn which attributes and statuses are available for cases in Trustform.
- [Create and Manage Cases](https://docs.trustform.io/guide/client-management/case-management/create-and-manage-cases.md): Learn how to create and manage cases in Trustform.
- [Client Area](https://docs.trustform.io/guide/client-management/client-area.md): Learn what the Client Area is and how it works.
- [Client Area Overview](https://docs.trustform.io/guide/client-management/client-area/client-area-overview.md): Learn what the Client Area is and how it works.

## Client Area User Guide

- [Welcome](https://docs.trustform.io/guide/client-area/readme.md)
- [Onboarding](https://docs.trustform.io/guide/client-area/onboarding-and-check/onboarding.md): Learn how to complete your onboarding process in the TrustForm Client Area.
- [Identity check](https://docs.trustform.io/guide/client-area/onboarding-and-check/identity-check.md): Learn how to complete identity verification in the TrustForm Client Area using iDenfy’s secure liveness check to confirm your identity and prevent fraud.
- [Verification Request](https://docs.trustform.io/guide/client-area/requests/verification-request.md): Learn how to complete identity verification in the TrustForm Client Area.
- [Information Request](https://docs.trustform.io/guide/client-area/requests/information-request.md): Learn how to respond to a case request in the TrustForm Client Area.

## Changelog

- [Changelog](https://docs.trustform.io/guide/changelog/readme.md): New updates and improvements