End User Resources: Completing Work and Viewing Reports in Risk Cloud

Special User Entitlements: Import & Assign

• Bulk Update Fields
• Guidelines for Importing Dates
• Import Data into Risk Cloud
• Bulk Assign or Unassign Records

Reports

• Structuring Table Reports
• Use Table Reports to Filter and Link Workflows for Visual Reports
• Work with Data in Table Reports
• Print Records from Risk Cloud
• Export Data from Table Reports
• Productivity Reports

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Interacting With Work

• Recently Viewed and Favorites
• View Record History
• Work With Document Versioning on Attachment Fields
• Complete E Signature Fields
• In-App Notifications
• Filtering Work in Your Work Queue

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