> 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/onboarding-and-reviewing.md).

# Onboarding and Reviewing

- [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.