Manual
This manual explains every feature of the easycompliance customer portal step by step – from signing in, individual checks and monitoring to invoices and integrations. Each article is available in German and English.
Important and recommended articles
Customer portal manual
Getting started & sign-in
Account, master data & security
Individual check
Archive & screening protocols
List screening / monitoring
Hits & assessment
Import & data quality
- Importing records from a file (CSV, Excel)
- Avoiding duplicate entries on import (deduplicate by name or reference)
- Deleting records via file import
- Exporting a CSV status report of your monitoring list
- Data analysis
- Automatic import (set up via customer service)
- OWASP compliance for CSV files
- Important notes on data quality