OS Tips & Tricks

Welcome to our guide on maximizing efficiency with Ondato OS. In this concise walkthrough, we'll unveil key features and strategies to help you breeze through the everyday work with ease.


Table of Contents


Three Dot Menu in Card Header

Efficient Searches at Your Fingertips

The three-dot menu in the card header is a powerful shortcut that allows you to swiftly locate a specific individual during AML screening or in your client card list. Simply click on the menu and choose which tool you want to search the entity in.

 


Three Dot Menu Next To Company and Natural Entity Names

Instantly simplify search

In Ondato OS, we've added a three-dot menu next to company and natural entity names. This handy feature enables you to quickly search for a particular entity in other tools like AML screening or the "Company Search". This enhancement is aimed at optimizing your experience and helping you find the information you need with ease.

The three-dot menu can be found:

  • Business card → Representative names

  • Company Search → Company details, Claims, UBO

  • KYB identification → Representatives, Signers


Photo Zoom Lock

Zoom In for Precise Verification

With a single left-button mouse click you can lock the zoomed-in view. This enables you to thoroughly examine document data and ensure its accuracy.


Card Arrows

Seamless Navigation

The card arrows are a way to easily navigate through lists of identifications or client cards. Gone are the days of opening and closing cards to view the next item. Now, simply click the arrows to smoothly transition between cards, enhancing your workflow and saving you valuable time.


Table Row Indicator

Continuity in Workflow

Avoid the hassle of needing to recall where you left off. The table row indicator clearly marks the exact identification or card you were working on, ensuring you can seamlessly resume your tasks.

 


Keyboard shortcuts

More efficient work

Enhance your workflow efficiency by utilizing keyboard shortcuts. Explore further details on this topic in Keyboard shortcuts.

 

 


If you have any inquiries or suggestions, feel free to reach out to us at support@ondato.com.