Updated user interface for the Identify Shareholders task
As part of our ongoing work to standardise and improve how verification lists work across all PassFort tasks, we have made some minor changes to the user interface of the Identify Shareholders task.
Associates in the check result list, on the left-hand side of the screen, are now grouped by role. In the verification list, on the right-hand side of the screen, associates can have multiple roles. If an associate has multiple roles they will no longer appear in the verification list multiple times. These associates will now appear once with multiple roles listed. You can also edit these roles.
You don’t need to take any action. We have updated the PassFort help site to reflect the new UI design. Please refer to the help documentation on editing company associates on a verification list, copying information from imported associates, removing or re-adding company associates from the verification list, and manually adding associates.
If you have any questions, contact Support.