What you can do using Quick Actions:

• KYC – Verify a new individual client
• KYB – Verify a business client
• Add User – Create a new user in your organisation
• Create Case – Start a new compliance case
• Record Transaction – Log a new transaction
• Create SMR – Report a suspicious matter
  
  

Where to find them:

Quick Actions are located on the Dashboard, below the AML program section.

What to do:

👉 Use Quick Actions to save time and perform daily tasks faster

💡 Tip: These are the fastest way to access frequently used features