Product BUZZ: October 2026

Fall is here, and so is a fresh batch of Green Check updates. No tricks, just treats: Beneficial Ownership got a major upgrade, Account Monitoring can now turn findings into action, Internal Documents has been completely redesigned, and there’s a brand new place to connect with other Green Check users.

Here’s what’s new in Green Check, and what’s coming next. 🍂

✅ Now Available

📂 Internal Documents: Now a Full Workspace

The Internal Documents tab on an account went from a flat file list to a real document workspace, one of the most requested asks from you!

Nested folders: organize documents into a folder structure of your choosing, in bulk or one at a time
Audit trail: see who uploaded/archived/deleted each file and when (see permission details)
Archive and restore: the addition of archive, so nothing you meant to keep disappears
Search and sort across everything

Find it on any account under the Internal tab → Documents.

"Exactly what we asked for! The new Internal Docs area is so much easier to work in, and I can finally see who uploaded what and when." – Green Check client

📁Beneficial Ownership

Beneficial owners are now accessible records across Green Check, not just data trapped in a questionnaire. View official product announcement.

Capture owner details and see them in one place (in Accounts)
Add or edit owners yourself
Recertify owners with less work for the business—the questionnaire is pre-filled from what’s already on file
Less re-typing, fewer gaps, and a cleaner ownership record all around.

Learn about collecting and managing beneficial owners

⬇️ Account Monitoring Actions

Turn review findings into action. You can now create tasks directly from a monitoring review, assign them, and keep the work moving without leaving the page. Find the Create Task button at the top of reviews.

📋 Green Check User Community

You’ve got a new place to connect. The Green Check User Community is where users share best practices, swap workflows, ask questions, and help shape what we build. Find it in the Resource Center and come say hi!

🔜 Coming Soon

❗Risk Assessments in Green Check

Scored risk assessments are heading to your sandbox shortly. Soon your risk-rating process moves out of the spreadsheet and into Green Check: build customized templates with weighting, scoring, and flexible risk bands, complete them internally, and track a full history of risk on every account.

Download a One-Page Risk Assessment PDF

📨 Questionnaire Distribution Updates

Today, every account on a questionnaire distribution has to follow the same recurring schedule, which doesn't always work for your procedures. Soon you’ll have flexible distribution options, so recurring questionnaires can be timed to dates that actually matter, like account approval date or account opened date.

⚡ KYC/KYB: The Next Generation

KYC/KYB is moving from a set of reports to a workflow: watchlist hits, adverse media, and other findings land in one place you can act on, and results refresh as a business and its ownership change. Less manual follow-up, more confidence your diligence stays current

As always, every new feature traces back to something you told us. We’ll keep listening, and keep building tools that make compliance work faster and less manual. Have a question or want a walkthrough? Just reach out, no costume required. 🎃

– The Product Team @ Green Check