Centology Portal - Forms Overview
The Centology Portal benefits from having online forms housed directly inside the Portal, to allow for increased efficiency, data security and ease for Advisers, Adviser Administrators and Clients.
To access the Forms page on the Centology Portal, open the Navigation Bar and click on 'Forms', then from the dropdown menu, select 'Forms':
This will bring you to the Forms page where you can find recently generated forms:
Through the use of the icons in the 'Links' section to the left hand side of the screen you can view, edit and process the form:
Eye icon | |
Clicking the eye icon allows you to view the contents and details of a form. | |
| Pencil icon | |
| Clicking the eye icon allows you to view the contents and details of a form. | |
For more information on how to create a Centology Form, please read: Creating a Centology Form| JSON Extract icon | |
| Clicking the JSON extract icon allows users to view the form in a raw, text-only JSON format. It is intended for use by the development team for debugging, diagnostics, and investigative purposes. | |
| Archive icon | |
Clicking the archive icon will archive a form. Forms in archive status are no longer visible to the client and cannot be altered by Adviser Administrators. | |
For more information on the different form statuses, please read: Centology Form Statuses Explained| Briefcase icon | |
Clicking the briefcase icon allows you to link the form to an an existing case within the Centology Case Hub, or to create a new case from the form: | |
For more information on the Centology Case Hub, please read: Centology Case Hub Overview
Related Articles
Centology Portal Overview
Please note that the following view/guide is intended for Adviser Administrator users only. Clients will be greeted with a different view of the Centology Portal when they log-in. Navigation Bar: The Centology Portal features a Navigation Bar on the ...Accessing Forms on The Centology Portal
Step 1: Once you are logged into the Centology Portal, please select the option for 'Forms' from the navigation bar on the left-hand side of the screen: Step 2: Once you have accessed the Forms page, you will be able to see any forms that have been ...Centology Portal - Securities
Investment securities are tradable financial assets, like stocks, bonds, and derivatives, purchased by individuals and institutions to generate income or capital growth, serving as a way for companies and governments to raise funds. Accessing ...Centology Portal - Private Clients Page
Upon logging into the Portal, Administrators and Adviser Administrators will be greeted with the 'Private Clients' page. This will display a list of all of your clients: The Private Clients page has filters to help you to alphabetically sort clients ...Centology Case Hub Overview
The Case Hub is the Centology Portal's project management and compliance tool. This enhancement pulls data, entities, and elements from the Centology system into one area with limited need for data entry allows for simple, effective and holistic ...