Guide 01
Screen an Individual and View the Report
Enter a name and country, follow progress, read the report and download the PDF.
Read the guideFollow practical Kyboa workflows with numbered instructions, original screenshots, silent captioned videos and downloadable examples.
Read the guideGuide 02
Screen a Company by Name and View the Report
Use Screening Only to screen a company name without retrieving a registry record.
Read the guideGuide 03
Screen a Company Using Registry Data and View the Report
Use Registry Search to retrieve company data and include it in a Company screening report.
Read the guideGuide 04
Create an Individual Entity Manually and Set Monitoring
Create a maintained individual client record from the details you hold.
Read the guideGuide 05
Create a Company Entity Manually and Set Monitoring
Create a maintained company client record from the details you hold.
Read the guideGuide 06
Create a Company Entity from Registry Data and Set Monitoring
Import a Company Entity from a registry, review the saved data and set monitoring.
Read the guideGuide 07
Use Entity Functions
Use a saved Entity to run screenings, keep its data current and review its history.
Read the guideGuide 08
Create Company Screenings in Bulk
Create several ordinary company screenings conveniently from a list of names.
Read the guideGuide 09
Create Individual Screenings in Bulk
Create several ordinary individual screenings conveniently from a list of names.
Read the guideGuide 10
Browse Entities and Past Screenings
Use the registers and Entity history to find previous work.
Read the guideGuide 11
Export Screenings as CSV and PDF
Export a register of completed screenings by type, date range or a selected Entity.
Read the guideGuide 12
Export Entities as CSV and PDF
Export a maintained Entity summary for audit or management evidence.
Read the guideGuide 13
Developer API Documentation
Create an API user and token, integrate the endpoints and download Postman examples.
Read the guide