Get in touch
Tell us about your delegated authority book — the contract types you write, the volume of bordereaux you receive each month and where the files are filed today. We will walk you through onboarding.
What onboarding covers
- Your logo and brand accent applied across the portal and reports.
- The minimum standards a submission must meet before it passes.
- Validation rules and thresholds specific to your book.
- Submission, queries and data-quality mailboxes.
- The SharePoint site, library and folder pattern files are written to.