Questionnaires are ongoing due diligence that your financial institution will have you complete as needed.
When your financial institution needs to collect information from you as part of their ongoing due diligence process, they will send your team a questionnaire to complete. You'll receive an email and notification when a questionnaire has been distributed to your team. Currently, questionnaires get distributed to all members within the Account Owner group at your business.
To complete your questionnaire, simply go to the Questionnaires Inbox area of the Green Check application.
New
All newly distributed questionnaires that have not been started by another team member will be listed in the New tab. Here, you'll see work that has been assigned to your business and the dates on which each item will be marked as 'late.'
Simply click on an item to begin working on it. Once you start answering questions or filling out fields, a questionnaire will be set to 'in progress.' All work will be automatically saved.
If you need to leave and come back to it later, you will find this work in the In Progress tab moving forward.
In Progress
In Progress items are questionnaires that have been started but not yet submitted. Once all required fields have been filled out, you can then submit the questionnaire to your financial institution.
Click on a row in the table to view all of the questionnaire fields to ensure you have filled out everything that is required of you. Once you're finished filling out the questionnaire results, you can complete the questionnaire from within it by clicking the Submit button in the banner at the top of the questionnaire detail page. You can also click the Submit button from the main table view if desired.
Completed
After questionnaires have been submitted by you or another member of your team, you can see their results in the Completed tab. Simply click on a row to view its contents.
You'll see who completed it, when they completed it, and you'll also have a view-only look at the fully completed questionnaire.