ActiveComply

Sarah Cabrera

Melissa Grindel

Knowledge Base documents for ActiveComply Web product users.

ActiveComply Web Help Center

Site Suffix

Website Host vs Website Pages

Frequently asked questions for ActiveComply Web 

ActiveComply Web FAQs

Websites Page

Adding Websites to ActiveComply Web

Website Dashboard

Website Data Page

Website Path

ActiveComply Web Rules Page

Rule Creation

Rules Page

ActiveComply Web Discovery Data Page

ActiveComply Web Discovery Dashboard Page

ActiveComply Web Loan Officer Discovery

Discovery Page

Account Settings - Users

ActiveComply Web Discovery Settings

Account Settings

Creating New Views

Red Dot: Unsaved Changes

Managing Views

ActiveComply Web Tags

Tags & Views

ActiveComply  Web: Instructions for Guest Access Users

ActiveComply Web: Admin Management of Guest Access

Guest Access

Lighthouse Score Overview

Lighthouse Score: Best Practices

Lighthouse Score: Performance

Lighthouse Score: Accessibility

Lighthouse Score: SEO

Lighthouse Scores

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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