Dashboard

Navigating to your engagements and viewing summary information about each engagement

Setup

Creating and managing your users and engagements (available to customer administrators)

Load

Loading the evidence into the system (Bank Statements, Check Images, Brokerage Statements, Transaction Lists, ERP Data)

Refine

Analyze

Data exported from the system (PDF and Excel Formats)

Release Updates

High level details of changes for releases of the Valid8 system